The RETIREMENT PLAN ADVISORS, LLC is a privately held investment adviser that advises $3.54Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. RETIREMENT PLAN ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 242.16% over the last 5-years.
The Group has been registered with the SEC for 22.06 years and is comprised of 1 filing and 0 relying advisers. They operate out of 17 office locations with their Headquarters at 29 E. MADISON ST. SUITE 500, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 47 employees comprised of 47 investment and 0 non-investment staff. The total number of Employees increased by 46.88% over the last 5-years.
Their $3.54Bn in assets advised are owned by 1,758 private funds, 0 public funds and BDCs and 176 other accounts. Assets of Government Entities and Pension Plans clients own $2.64Bn or 74.48% of Total Assets and Individuals own $635.08mn or 17.94% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Government Entities and Pension Plans and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
RETIREMENT PLAN ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.