RETIREMENT FUNDING ADVISORS INC.
RETIREMENT FUNDING ADVISORS INC. of TROY, MI is an SEC-registered investment adviser (CRD 113016). Regulatory assets under management: $599.8M.
Registration
- CRD: 113016
- SEC file number: 801-49645
- Type: Registered investment adviser
- Location: 3155 W. BIG BEAVER ROAD,, SUITE 119, TROY, MI, 48084-3006
- Phone: 248-430-7008
- Latest filing: 2023-06-12
- Regulatory AUM: $599.8M
- Discretionary AUM: $144.1M
- Non-discretionary AUM: $455.7M
- Clients: 5
- Accounts: 111
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| GREGG DONALD IAN | PRESIDENT; PRESIDENT,CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | — |
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