RETIREMENT ASSET ADVISORY INC
Legal name: RETIREMENT ASSET ADVISORY
CRD #109161 SEC #801-55311 ARLINGTON, TX 817-697-8506
SEC Registered
Total AUM
$173.6M
Discretionary
$12.2M
Employees
2
Clients
1
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $173.6M | $12.2M | $161.5M | 2 | 83 |
| Mar 2018 | $337.2M | $12.5M | $324.7M | 2 | 87 |
| Mar 2017 | $303.4M | $12.4M | $291M | 2 | 100 |
| Mar 2016 | $289.6M | $11.1M | $278.5M | 2 | 100 |
| Mar 2015 | $281M | $6.6M | $274.4M | 2 | 26 |
| Mar 2014 | $249.2M | $7M | $242.2M | 2 | 26 |
| Mar 2013 | $234.8M | $7.9M | $226.8M | 2 | 26 |
| Mar 2012 | $226.3M | $11.1M | $215.2M | 1 | 26 |
| Mar 2011 | $227.3M | $7.6M | $219.7M | 5 | -- |
| Mar 2010 | $215.9M | $10.5M | $205.4M | 5 | -- |
| Mar 2008 | $55.3M | $14M | $41.4M | 5 | -- |
| Mar 2007 | $42.8M | $10.1M | $32.7M | 5 | -- |
| Mar 2006 | $37.9M | $9.2M | $28.7M | 5 | -- |
| Mar 2002 | $85M | $13.5M | $71.4M | 5 | -- |
| May 2001 | $76.1M | $15.5M | $60.6M | 5 | -- |
DateMar 2019
Total AUM$173.6M
Discretionary$12.2M
Non-Disc.$161.5M
Employees2
Clients83
DateMar 2018
Total AUM$337.2M
Discretionary$12.5M
Non-Disc.$324.7M
Employees2
Clients87
DateMar 2017
Total AUM$303.4M
Discretionary$12.4M
Non-Disc.$291M
Employees2
Clients100
DateMar 2016
Total AUM$289.6M
Discretionary$11.1M
Non-Disc.$278.5M
Employees2
Clients100
DateMar 2015
Total AUM$281M
Discretionary$6.6M
Non-Disc.$274.4M
Employees2
Clients26
DateMar 2014
Total AUM$249.2M
Discretionary$7M
Non-Disc.$242.2M
Employees2
Clients26
DateMar 2013
Total AUM$234.8M
Discretionary$7.9M
Non-Disc.$226.8M
Employees2
Clients26
DateMar 2012
Total AUM$226.3M
Discretionary$11.1M
Non-Disc.$215.2M
Employees1
Clients26
DateMar 2011
Total AUM$227.3M
Discretionary$7.6M
Non-Disc.$219.7M
Employees5
Clients--
DateMar 2010
Total AUM$215.9M
Discretionary$10.5M
Non-Disc.$205.4M
Employees5
Clients--
DateMar 2008
Total AUM$55.3M
Discretionary$14M
Non-Disc.$41.4M
Employees5
Clients--
DateMar 2007
Total AUM$42.8M
Discretionary$10.1M
Non-Disc.$32.7M
Employees5
Clients--
DateMar 2006
Total AUM$37.9M
Discretionary$9.2M
Non-Disc.$28.7M
Employees5
Clients--
DateMar 2002
Total AUM$85M
Discretionary$13.5M
Non-Disc.$71.4M
Employees5
Clients--
DateMay 2001
Total AUM$76.1M
Discretionary$15.5M
Non-Disc.$60.6M
Employees5
Clients--