THE RETIREMENT PLANNING SPECIALISTS, LLC
THE RETIREMENT PLANNING SPECIALISTS, LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 116858). Regulatory assets under management: $187.3M.
Registration
- CRD: 116858
- SEC file number: 801-81183
- Type: Registered investment adviser
- Location: 5460 S. QUEBEC ST, SUITE 333, GREENWOOD VILLAGE, CO, 80111
- Phone: 303-771-3088
- Latest filing: 2021-12-07
- Regulatory AUM: $187.3M
- Discretionary AUM: $186.4M
- Non-discretionary AUM: $921K
- Clients: 4
- Accounts: 799
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| CURLEY SEAN FRANKLIN | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CERTIFIED FINANCIAL PLANNER | — |
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