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AMERICAN RETIREMENT PLANNING GROUP INC

UUIDb0201f38-dd09-53e3-858c-a1283806a7fc
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 108300 108300 1.0
sec_file_number 801-110254 801-110254

Profile

Websitehttps://www.intelligentinvestment.com
HQ CityLAS VEGAS
HQ StateNV
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)289,420,592.0
  • RAUM (discretionary)236,046,138.0
  • Actionable assets159,982,671.0
  • Accounts815.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM106,855,726.0
  • Charitable AUM3,456,847.0
  • HNW AUM49,670,098.0

As of 2025-03-03 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.