RETIREMENT STRATEGIES, INC.
CRD #134385 SEC #801-64010 JACKSONVILLE, FL 904-730-3863
SEC Registered
Total AUM
$340.9M
Discretionary
$324.2M
Employees
10
Clients
1
Accounts
1,146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $340.9M | $324.2M | $16.7M | 10 | 2 |
| Mar 2017 | $315.9M | $295.7M | $20.1M | 8 | 300 |
| Mar 2016 | $274.4M | $261.2M | $13.2M | 8 | 400 |
| Mar 2015 | $268.5M | $261.4M | $7.1M | 8 | 300 |
| Mar 2014 | $238.1M | $231.5M | $6.6M | 9 | 300 |
| Jan 2014 | $149.7M | $145.4M | $4.2M | 5 | 200 |
| Sep 2013 | $149.7M | $145.4M | $4.2M | 5 | 200 |
| Aug 2013 | $149.7M | $145.4M | $4.2M | 5 | 200 |
| May 2013 | $149.7M | $145.4M | $4.2M | 5 | 200 |
| Mar 2013 | $149.7M | $145.4M | $4.2M | 5 | 200 |
| Mar 2012 | $130.4M | $126.4M | $4M | 1 | 200 |
| Dec 2011 | $132.8M | $132.8M | $0 | 1 | 101 |
| Aug 2011 | $132.8M | $132.8M | $0 | 5 | -- |
| Mar 2010 | $121.5M | $121.5M | $0 | 5 | -- |
| Feb 2009 | $104.4M | $104.4M | $0 | 5 | -- |
| Mar 2008 | $141.4M | $141.4M | $0 | 5 | -- |
| Feb 2007 | $117.9M | $117.9M | $0 | 5 | -- |
| Mar 2006 | $96.7M | $96.7M | $0 | 5 | -- |
DateMar 2018
Total AUM$340.9M
Discretionary$324.2M
Non-Disc.$16.7M
Employees10
Clients2
DateMar 2017
Total AUM$315.9M
Discretionary$295.7M
Non-Disc.$20.1M
Employees8
Clients300
DateMar 2016
Total AUM$274.4M
Discretionary$261.2M
Non-Disc.$13.2M
Employees8
Clients400
DateMar 2015
Total AUM$268.5M
Discretionary$261.4M
Non-Disc.$7.1M
Employees8
Clients300
DateMar 2014
Total AUM$238.1M
Discretionary$231.5M
Non-Disc.$6.6M
Employees9
Clients300
DateJan 2014
Total AUM$149.7M
Discretionary$145.4M
Non-Disc.$4.2M
Employees5
Clients200
DateSep 2013
Total AUM$149.7M
Discretionary$145.4M
Non-Disc.$4.2M
Employees5
Clients200
DateAug 2013
Total AUM$149.7M
Discretionary$145.4M
Non-Disc.$4.2M
Employees5
Clients200
DateMay 2013
Total AUM$149.7M
Discretionary$145.4M
Non-Disc.$4.2M
Employees5
Clients200
DateMar 2013
Total AUM$149.7M
Discretionary$145.4M
Non-Disc.$4.2M
Employees5
Clients200
DateMar 2012
Total AUM$130.4M
Discretionary$126.4M
Non-Disc.$4M
Employees1
Clients200
DateDec 2011
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees1
Clients101
DateAug 2011
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$96.7M
Discretionary$96.7M
Non-Disc.$0
Employees5
Clients--