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RETIRERIGHT CONSULTING GROUP
RETIRERIGHT, LLC
CRD 300925 · SEC 801-116809
1200 VALLEY WEST DRIVE, SUITE 707, WEST DES MOINES, IA, 50266, United States
Phone
515-868-0309
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$561.1M
Discretionary AUM
$220.7M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 289 | $60.0M |
| High net worth individuals | 166 | $153.3M |
| Pension/profit sharing plans | 38 | $345.4M |
| Charitable organizations | 5 | $2.4M |
| Corporations/business entities | 2 | $52K |
States served
IA, LA, MI, MN, NE, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD