American Retirement Planning Group Inc is a large advisory firm based in Las Vegas. It manages $163.73 million of regulatory assets for 1,017 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.
American Retirement Planning Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of American Retirement Planning Group Inc is $163.73 million. The firm's AUM has grown by 575% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay American Retirement Planning Group Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of American Retirement Planning Group is individuals with 456 clients and $91.68 million of assets under management. Among the 8 most similar advisory firms, American Retirement Planning Group has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $163.73 million for 565 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
American Retirement Planning Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Matthew D Dahl has served as the Chief Investment Officer since 1 May 2013. Heather Joan Light joined the executive team most recently as the Senior Registered Assistant.
The principal office where American Retirement Planning Group Inc performs its advisory services is located at 3303 Novat Street, Las Vegas, NV 89129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-530-8788 or by fax 702-658-3452. The normal business hours are 8:00 a.m. - 2:00 p.m. on Monday - Friday. You can find more information about the New York firm at arpgdirect.com.