RETIREMENT PLANNING SPECIALISTS, INC.

RETIREMENT PLANNING SPECIALISTS, INC. of WILLOW GROVE, PA is an SEC-registered investment adviser (CRD 157811). Regulatory assets under management: $197.3M.

Registration

• CRD: 157811
• SEC file number: 801-77839
• Type: Registered investment adviser
• Location: 1000 EASTON ROAD, WILLOW GROVE, PA, 19090
• Phone: 215-657-8600
• Latest filing: 2021-03-04
• Regulatory AUM: $197.3M
• Discretionary AUM: $197.3M
• Clients: 7
• Accounts: 1,044

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 157811 on SEC IAPD (source of record)
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