THIRD ACT RETIREMENT PLANNING, INC.

THIRD ACT RETIREMENT PLANNING, INC. of MARIETTA, GA is an SEC-registered investment adviser (CRD 122785). Regulatory assets under management: $30.4M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 122785
• Type: Registered investment adviser
• Location: 3225 SHALLOWFORD ROAD, MARIETTA, GA, 30062
• Phone: 770-971-2888
• Latest filing: 2024-10-30
• Regulatory AUM: $30.4M
• Discretionary AUM: $30.4M
• Clients: 2
• Accounts: 177

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122785 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search