RETIREMENT PLANNING GROUP, LLC of MALTA, NY is an SEC-registered investment adviser (CRD 310647). Regulatory assets under management: $375.4M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| David M Kopyc | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Kopyc David M | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Cox James Thomas | CHIEF COMPLIANCE OFFICER AND WEALTH ADVISOR | — |