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THE RETIREMENT GUYS FORMULA
THE RETIREMENT GUYS FORMULA LLC
CRD 168561 · SEC 801-119086
1700 WOODLANDS DRIVE, MAUMEE, OH, 43537, United States
Phone
419-842-0550
Fax
419-794-7194
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$276.9M
Discretionary AUM
$276.9M
Team
7 total employees; 7 advisory reps; 17 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1122 | $223.8M |
| High net worth individuals | 30 | $52.3M |
| Charitable organizations | 1 | $328K |
| Corporations/business entities | 2 | $507K |
States served
CO, IL, IN, MI, NC, OH, PA, SC, TX, FL
All web addresses on file
- https://www.linkedin.com/company/america-s-retirement-headquarters/
- https://retirepittsburgh.com/
- https://bullmoosewealth.com/
- https://americasretirementacademy.com/
- http://www.eisertwealthmanagement.com/
- https://www.facebook.com/americasretirementheadquarters
- https://www.instagram.com/americasretirementheadquarters/
- https://www.facebook.com/RetirementGuysFormula/
- https://americasretirementheadquarters.com/
- http://retirementguysformula.com/
Official SEC filing: View on IAPD