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RETIREMENT ADVICE LLC
CRD 325031
412 W RIVER'S EDGE DR, SUITE 30, PROVO, UT, 84664, United States
Phone
801-228-0103
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.5M
Discretionary AUM
$25.5M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $7.1M |
| High net worth individuals | 30 | $18.4M |
All web addresses on file
Official SEC filing: View on IAPD