THE RETIREMENT SOLUTIONS GROUP

THE RETIREMENT SOLUTIONS GROUP is an SEC-registered investment adviser (CRD 299396). Regulatory assets under management: $38.8M.

Registration

• CRD: 299396
• Type: Registered investment adviser
• Phone: 702-835-6960
• Latest filing: 2026-06-05
• Regulatory AUM: $38.8M
• Discretionary AUM: $38.8M
• Clients: 3
• Accounts: 192

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 299396 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search