AON RETIREMENT PLAN ADVISORS, LLC
CRD #136462 SEC #801-64559 ATLANTA, GA 404.442.1025
SEC Registered
Total AUM
$2.7M
Discretionary
$2.7M
Employees
8
Clients
11
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $2.7M | $2.7M | $0 | 8 | 59 |
| Mar 2019 | $2.7M | $2.7M | $0 | 8 | 59 |
| Mar 2018 | $3M | $3M | $0 | 8 | 57 |
| Mar 2017 | $2.2M | $2.2M | $0 | 7 | 26 |
| Mar 2016 | $2.1M | $2.1M | $0 | 7 | 26 |
| Mar 2015 | $2.3M | $2.3M | $0 | 7 | 26 |
| Jul 2014 | $2.6M | $2.6M | $0 | 8 | 26 |
| Mar 2014 | $2.6M | $2.6M | $0 | 8 | 26 |
| Apr 2013 | $3.8M | $2.3M | $1.5M | 7 | 26 |
| Mar 2012 | $6.7M | $2.6M | $4.1M | 6 | 26 |
| Jan 2012 | $4.2M | $2.6M | $1.5M | 6 | 26 |
| Jan 2012 | $4.2M | $2.6M | $1.5M | 6 | 26 |
| Mar 2011 | $4.2M | $2.6M | $1.5M | 10 | -- |
| Feb 2011 | $4.2M | $2.6M | $1.5M | 10 | -- |
| Dec 2007 | $455.2M | $0 | $455.2M | 5 | -- |
| Oct 2007 | $455.2M | $0 | $455.2M | 5 | -- |
| Mar 2007 | $455.2M | $0 | $455.2M | 5 | -- |
DateApr 2019
Total AUM$2.7M
Discretionary$2.7M
Non-Disc.$0
Employees8
Clients59
DateMar 2019
Total AUM$2.7M
Discretionary$2.7M
Non-Disc.$0
Employees8
Clients59
DateMar 2018
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees8
Clients57
DateMar 2017
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees7
Clients26
DateMar 2016
Total AUM$2.1M
Discretionary$2.1M
Non-Disc.$0
Employees7
Clients26
DateMar 2015
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees7
Clients26
DateJul 2014
Total AUM$2.6M
Discretionary$2.6M
Non-Disc.$0
Employees8
Clients26
DateMar 2014
Total AUM$2.6M
Discretionary$2.6M
Non-Disc.$0
Employees8
Clients26
DateApr 2013
Total AUM$3.8M
Discretionary$2.3M
Non-Disc.$1.5M
Employees7
Clients26
DateMar 2012
Total AUM$6.7M
Discretionary$2.6M
Non-Disc.$4.1M
Employees6
Clients26
DateJan 2012
Total AUM$4.2M
Discretionary$2.6M
Non-Disc.$1.5M
Employees6
Clients26
DateJan 2012
Total AUM$4.2M
Discretionary$2.6M
Non-Disc.$1.5M
Employees6
Clients26
DateMar 2011
Total AUM$4.2M
Discretionary$2.6M
Non-Disc.$1.5M
Employees10
Clients--
DateFeb 2011
Total AUM$4.2M
Discretionary$2.6M
Non-Disc.$1.5M
Employees10
Clients--
DateDec 2007
Total AUM$455.2M
Discretionary$0
Non-Disc.$455.2M
Employees5
Clients--
DateOct 2007
Total AUM$455.2M
Discretionary$0
Non-Disc.$455.2M
Employees5
Clients--
DateMar 2007
Total AUM$455.2M
Discretionary$0
Non-Disc.$455.2M
Employees5
Clients--