CUENCA, FRANK AUGUSTINE
Legal name: THE RETIREMENT GROUP
CRD #123102 SEC #801-63601 SAN DIEGO, CA 619-231-0663
SEC Registered
Total AUM
$63.7M
Discretionary
$0
Employees
5
Clients
101
Accounts
263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2007 | $63.7M | $0 | $63.7M | 5 | -- |
| Feb 2007 | $63.7M | $0 | $63.7M | 5 | -- |
| Mar 2006 | $61.2M | $61.2M | $0 | -- | -- |
| Feb 2006 | $56.7M | $56.7M | $0 | -- | -- |
DateAug 2007
Total AUM$63.7M
Discretionary$0
Non-Disc.$63.7M
Employees5
Clients--
DateFeb 2007
Total AUM$63.7M
Discretionary$0
Non-Disc.$63.7M
Employees5
Clients--
DateMar 2006
Total AUM$61.2M
Discretionary$61.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$56.7M
Discretionary$56.7M
Non-Disc.$0
Employees--
Clients--