RETIREMENT ADVISORS, INC.
Adviser information for RETIREMENT ADVISORS, INC. last updated from Form ADV on March 13th, 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 | Alabama, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 358 | $143.2M |
| Non-Discretionary | 4 | $1.1M |
| Total | 362 | $144.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 106 | $36.7M |
| HNW Individuals | 70 | $107.7M |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesASSET ALLOCATION SERVICES |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-112649 |
|---|---|
| SEC ERA File Number | 801-112649 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 122122 |
| Legal Entity Identifier | None |
Principal Office
1009 DOWNTOWNER BLVDMOBILE
AL
United States
Monday - Friday, 8:00 - 4:00
Tel: 251-344-0707, Fax: 251-343-7420
Websites
Chief Compliance Officer
STEPHEN HAIDT
PRESIDENT
1009 DOWNTOWNER BLVD.
MOBILE
AL
United States
Tel:
251-344-0707
Fax:
251-343-7420
S*****@***************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 |
|---|---|---|---|---|---|
| HAIDT, STEPHEN, MICHAEL | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 03/1996 | > 75% |