THE RETIREMENT PLANNING SPECIALISTS, LLC
CRD #116858 SEC #801-81183 GREENWOOD VILLAGE, CO 303-771-3088
SEC Registered
Total AUM
$187.3M
Discretionary
$186.4M
Employees
4
Clients
51
Accounts
799
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2021 | $187.3M | $186.4M | $921.2K | 4 | 10 |
| May 2021 | $187.3M | $186.4M | $921.2K | 4 | 10 |
| May 2021 | $187.3M | $186.4M | $921.2K | 4 | 10 |
| Mar 2021 | $187.3M | $186.4M | $921.2K | 4 | 10 |
| Jul 2020 | $165.1M | $165.1M | $0 | 4 | 10 |
| Jun 2020 | $165.1M | $165.1M | $0 | 4 | 10 |
| Mar 2020 | $165.1M | $165.1M | $0 | 4 | 10 |
| May 2019 | $137.6M | $137.6M | $0 | 3 | 5 |
| Apr 2019 | $137.6M | $137.6M | $0 | 3 | 5 |
| Feb 2019 | $137.6M | $137.6M | $0 | 3 | 5 |
| Oct 2018 | $136.8M | $136.8M | $0 | 3 | 5 |
| Mar 2018 | $136.8M | $136.8M | $0 | 3 | 5 |
| Feb 2018 | $136.8M | $136.8M | $0 | 3 | 5 |
| Jul 2017 | $115.9M | $115.9M | $0 | 3 | 200 |
| Mar 2017 | $115.9M | $115.9M | $0 | 3 | 200 |
| Aug 2016 | $97.9M | $97.9M | $0 | 2 | 200 |
| Jul 2016 | $97.9M | $97.9M | $0 | 2 | 200 |
| Jan 2016 | $97.9M | $97.9M | $0 | 2 | 200 |
| Mar 2015 | $103.1M | $103.1M | $0 | 2 | 200 |
| Mar 2012 | $76M | $76M | $0 | 1 | 200 |
| Mar 2011 | $73M | $73M | $0 | 5 | -- |
| May 2010 | $69.1M | $69.1M | $0 | 5 | -- |
DateDec 2021
Total AUM$187.3M
Discretionary$186.4M
Non-Disc.$921.2K
Employees4
Clients10
DateMay 2021
Total AUM$187.3M
Discretionary$186.4M
Non-Disc.$921.2K
Employees4
Clients10
DateMay 2021
Total AUM$187.3M
Discretionary$186.4M
Non-Disc.$921.2K
Employees4
Clients10
DateMar 2021
Total AUM$187.3M
Discretionary$186.4M
Non-Disc.$921.2K
Employees4
Clients10
DateJul 2020
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees4
Clients10
DateJun 2020
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees4
Clients10
DateMar 2020
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees4
Clients10
DateMay 2019
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees3
Clients5
DateApr 2019
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees3
Clients5
DateFeb 2019
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees3
Clients5
DateOct 2018
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees3
Clients5
DateMar 2018
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees3
Clients5
DateFeb 2018
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees3
Clients5
DateJul 2017
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees3
Clients200
DateMar 2017
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees3
Clients200
DateAug 2016
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees2
Clients200
DateJul 2016
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees2
Clients200
DateJan 2016
Total AUM$97.9M
Discretionary$97.9M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees2
Clients200
DateMar 2012
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$69.1M
Discretionary$69.1M
Non-Disc.$0
Employees5
Clients--