AMERICAN RETIREMENT PLANNING GROUP INC
Adviser information for AMERICAN RETIREMENT PLANNING GROUP INC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nevada, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 4 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 575 | $180.6M |
| Non-Discretionary | 253 | $54.5M |
| Total | 828 | $235.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 739 | $114.3M |
| HNW Individuals | 11 | $25.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 76 | $93.1M |
| Charitable organizations | <5 | $2.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 253 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-110254 |
|---|---|
| SEC ERA File Number | 801-110254 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 108300 |
| Legal Entity Identifier | None |
Principal Office
1120 N. TOWN CENTER DR.SUITE 140
LAS VEGAS
NV
United States
Monday - Friday, 8:00 A.M. - 3:00 P.M.
Tel: 702-655-8300, Fax: 702-658-3452
Websites
Chief Compliance Officer
MATTHEW D. DAHL
CCO
1120 N. TOWN CENTER DR
SUITE 140
LAS VEGAS
NV
United States
Tel:
702-655-8300
Fax:
702-658-3452
M****@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DAHL, MATTHEW, D | Individual | – | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | 05/2013 | > 75% |