DENTAL RETIREMENT STRATEGIES, INC.

DENTAL RETIREMENT STRATEGIES, INC. is an SEC-registered investment adviser (CRD 127559). Regulatory assets under management: $13.5M.

Registration

• CRD: 127559
• Type: Registered investment adviser
• Phone: 404-909-3131
• Latest filing: 2026-02-17
• Regulatory AUM: $13.5M
• Discretionary AUM: $13.5M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127559 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search