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CLEVELAND RETIREMENT PLANNING LLC
CRD 308911
1991 CROCKER ROAD,, SUITE 600, WESTLAKE, OH, 44145, United States
Phone
216-801-4874
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$48.8M
Discretionary AUM
$48.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $6.1M |
| High net worth individuals | 22 | $42.8M |
| Pension/profit sharing plans | 6 | — |
All web addresses on file
Official SEC filing: View on IAPD