RETIREMENT PLANOLOGY, INC. of ALEXANDRIA, VA is an SEC-registered investment adviser (CRD 171302). Regulatory assets under management: $265.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Pensions.
| Name | Role | Location |
|---|---|---|
| Courtenay Virginia Shipley | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Adam John Jefferis | VICE PRESIDENT | — |
| SHIPLEY COURTENAY VIRGINIA | OWNER, CCO; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| JEFFERIS ADAM JOHN | PRINCIPAL; VICE PRESIDENT | — |