TRUCKER'S RETIREMENT PLAN
TRUCKER'S RETIREMENT PLAN, INC Legal Name
Adviser information for TRUCKER'S RETIREMENT PLAN last updated from Form ADV on December 13th, 2023. 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 | Arizona, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed feesCommissions |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-126692 |
|---|---|
| SEC ERA File Number | 801-126692 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316635 |
| Legal Entity Identifier | None |
Principal Office
18444 N 25TH AVESUITE 420
PHOENIX
AZ
United States
Monday - Friday, 9:00 AM TO 4:00 PM
Tel: 877 421-0004, Fax: None
Websites
Chief Compliance Officer
JOSE OLIVARES
44047 N 43RD AVE
UNIT 74322
PHOENIX
AZ
United States
Tel:
(602) 763-9173
T**********@**********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 |
|---|---|---|---|---|---|
| Olivares, Jose | Individual | – | CCO | 12/2019 | > 75% |
| Olivares, Jose | Individual | – | CHIEF COMPLIANCE OFFICE | 12/2019 | > 75% |