American Retirement Planners Ii, Inc. is a large advisory firm based in Reno. It manages $365.52 million of regulatory assets for 550 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arizona, California, Colorado, and 7 other states.
American Retirement Planners Ii provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of American Retirement Planners Ii, Inc. is $365.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 142% 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 Planners Ii, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of American Retirement Planners Ii is high net worth individuals with 71 clients and $215.37 million of assets under management. Among the 9 most similar advisory firms, American Retirement Planners Ii has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $363.29 million for 550 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 Planners Ii doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 3 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.
The principal office where American Retirement Planners Ii, Inc. performs its advisory services is located at 570 Hammill Lane, Reno, NV 89511, 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 (775) 332-7000 or by fax (775) 332-7010. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at financialhealth.com.