RETIREMENT FUNDING ADVISORS INC.
CRD #113016 SEC #801-49645 TROY, MI 248-430-7008
SEC Registered
Total AUM
$599.8M
Discretionary
$144.1M
Employees
5
Clients
--
Accounts
111
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $599.8M | $144.1M | $455.7M | 5 | 0 |
| Mar 2023 | $599.8M | $144.1M | $455.7M | 5 | 0 |
| Mar 2022 | $722.8M | $171.3M | $551.5M | 3 | 0 |
| Mar 2021 | $655.8M | $152.5M | $503.2M | 2 | 0 |
| Jun 2020 | $603.9M | $144M | $460M | 2 | 0 |
| Jun 2020 | $603.9M | $144M | $460M | 2 | 0 |
| Mar 2020 | $603.9M | $144M | $460M | 2 | 0 |
| Feb 2019 | $505M | $116M | $389M | 3 | 0 |
| Mar 2018 | $559.1M | $148.8M | $410.4M | 2 | 0 |
| Feb 2017 | $470.2M | $124.5M | $345.7M | 3 | 100 |
| Mar 2016 | $450.3M | $113.8M | $336.4M | 2 | 100 |
| Feb 2016 | $450.3M | $113.8M | $336.4M | 2 | 100 |
| Mar 2015 | $432M | $116M | $316M | 2 | 26 |
| Feb 2014 | $339M | $108.5M | $230.5M | 2 | 26 |
| Nov 2013 | $281M | $87.4M | $193.6M | 2 | 26 |
| Jul 2013 | $281M | $87.4M | $193.6M | 2 | 26 |
| Feb 2013 | $281M | $87.4M | $193.6M | 2 | 26 |
| Feb 2013 | $228.7M | $77.6M | $151.1M | 2 | 26 |
| Mar 2012 | $228.7M | $77.6M | $151.1M | 1 | 26 |
| Mar 2012 | $228.7M | $77.6M | $151.1M | 1 | 26 |
| May 2011 | $258.5M | $79.1M | $179.4M | 5 | -- |
| Apr 2011 | $258.5M | $79.1M | $179.4M | 5 | -- |
| Apr 2010 | $218.8M | $74.5M | $144.3M | 5 | -- |
| Apr 2009 | $67.1M | $67.1M | $0 | 5 | -- |
| May 2007 | $112.7M | $0 | $112.7M | 5 | -- |
| Apr 2007 | $132M | $0 | $132M | 5 | -- |
| Sep 2005 | $75.5M | $0 | $75.5M | 5 | -- |
| Apr 2004 | $72.7M | $0 | $72.7M | 5 | -- |
| Dec 2003 | $63.1M | $0 | $63.1M | 5 | -- |
| Jun 2001 | $53.8M | $0 | $53.8M | 5 | -- |
DateJun 2023
Total AUM$599.8M
Discretionary$144.1M
Non-Disc.$455.7M
Employees5
Clients0
DateMar 2023
Total AUM$599.8M
Discretionary$144.1M
Non-Disc.$455.7M
Employees5
Clients0
DateMar 2022
Total AUM$722.8M
Discretionary$171.3M
Non-Disc.$551.5M
Employees3
Clients0
DateMar 2021
Total AUM$655.8M
Discretionary$152.5M
Non-Disc.$503.2M
Employees2
Clients0
DateJun 2020
Total AUM$603.9M
Discretionary$144M
Non-Disc.$460M
Employees2
Clients0
DateJun 2020
Total AUM$603.9M
Discretionary$144M
Non-Disc.$460M
Employees2
Clients0
DateMar 2020
Total AUM$603.9M
Discretionary$144M
Non-Disc.$460M
Employees2
Clients0
DateFeb 2019
Total AUM$505M
Discretionary$116M
Non-Disc.$389M
Employees3
Clients0
DateMar 2018
Total AUM$559.1M
Discretionary$148.8M
Non-Disc.$410.4M
Employees2
Clients0
DateFeb 2017
Total AUM$470.2M
Discretionary$124.5M
Non-Disc.$345.7M
Employees3
Clients100
DateMar 2016
Total AUM$450.3M
Discretionary$113.8M
Non-Disc.$336.4M
Employees2
Clients100
DateFeb 2016
Total AUM$450.3M
Discretionary$113.8M
Non-Disc.$336.4M
Employees2
Clients100
DateMar 2015
Total AUM$432M
Discretionary$116M
Non-Disc.$316M
Employees2
Clients26
DateFeb 2014
Total AUM$339M
Discretionary$108.5M
Non-Disc.$230.5M
Employees2
Clients26
DateNov 2013
Total AUM$281M
Discretionary$87.4M
Non-Disc.$193.6M
Employees2
Clients26
DateJul 2013
Total AUM$281M
Discretionary$87.4M
Non-Disc.$193.6M
Employees2
Clients26
DateFeb 2013
Total AUM$281M
Discretionary$87.4M
Non-Disc.$193.6M
Employees2
Clients26
DateFeb 2013
Total AUM$228.7M
Discretionary$77.6M
Non-Disc.$151.1M
Employees2
Clients26
DateMar 2012
Total AUM$228.7M
Discretionary$77.6M
Non-Disc.$151.1M
Employees1
Clients26
DateMar 2012
Total AUM$228.7M
Discretionary$77.6M
Non-Disc.$151.1M
Employees1
Clients26
DateMay 2011
Total AUM$258.5M
Discretionary$79.1M
Non-Disc.$179.4M
Employees5
Clients--
DateApr 2011
Total AUM$258.5M
Discretionary$79.1M
Non-Disc.$179.4M
Employees5
Clients--
DateApr 2010
Total AUM$218.8M
Discretionary$74.5M
Non-Disc.$144.3M
Employees5
Clients--
DateApr 2009
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$112.7M
Discretionary$0
Non-Disc.$112.7M
Employees5
Clients--
DateApr 2007
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees5
Clients--
DateSep 2005
Total AUM$75.5M
Discretionary$0
Non-Disc.$75.5M
Employees5
Clients--
DateApr 2004
Total AUM$72.7M
Discretionary$0
Non-Disc.$72.7M
Employees5
Clients--
DateDec 2003
Total AUM$63.1M
Discretionary$0
Non-Disc.$63.1M
Employees5
Clients--
DateJun 2001
Total AUM$53.8M
Discretionary$0
Non-Disc.$53.8M
Employees5
Clients--