Retirement Funding Advisors

Trust Score 96%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


Retirement Funding Advisors, federally registered in 1995, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 2 advisors. Retirement Funding Advisors manages $505.0 million and provides investment advisory services for 101 clients (1:51 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $4,999,651
Hybrid Advisor No
Disciplinary History No
Total AUM $505.0 million
Advisor / Client Ratio 1:51
Headquarters Troy, MI
SEC Filings Forms and Brochures    (CRD # 113016)
State(s) Registered FL, MI, TX

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