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RETIREMENT PLANNING GROUP, LLC
CRD 310647 · SEC 801-119537
2691 STATE ROUTE 9, MALTA, NY, 12020, United States
Phone
(518) 580-1919
Fax
(518) 580-1194
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$375.4M
Discretionary AUM
$375.4M
Team
8 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 968 | $258.4M |
| High net worth individuals | 75 | $115.0M |
States served
MA, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD