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RETIREMENT CAPITAL ADVISORS
RETIREMENT CAPITAL ADVISORS LLC
CRD 324060
2000 PALM BEACH LAKES BLVD, SUITE 734, WEST PALM BEACH, FL, 33409, United States
Phone
561-784-7910
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$11.3M
Discretionary AUM
$11.3M
Team
5 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $11.3M |
All web addresses on file
- https://retirementcapital.com
- https://www.facebook.com/100090652795480
- https://www.instagram.com/retirementcapital/?hl=en
- https://www.threads.com/@retirementcapital
- https://www.linkedin.com/company/retirementcapital
- https://www.youtube.com/@Retirement_Capital
- https://www.reddit.com/user/RetireCapital/
- https://twitter.com/RetireCapital
Official SEC filing: View on IAPD