RETIREMENT BENCHMARK, LLC
CRD #147640 SEC #801-113290 KANSAS CITY, MO 866 762 PLAN
SEC Registered
Total AUM
$1.8B
Discretionary
$15M
Employees
4
Clients
--
Accounts
5,370
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $1.8B | $15M | $1.8B | 4 | 394 |
| Mar 2022 | $3.5B | $13.7M | $3.5B | 4 | 899 |
| Mar 2021 | $3B | $13.6M | $3B | 4 | 682 |
| Jun 2020 | $12.2M | $12.2M | $0 | 4 | 8,801 |
| Feb 2020 | $12.2M | $12.2M | $0 | 4 | 8,801 |
| Aug 2019 | $9.8M | $9.8M | $0 | 4 | 2,880 |
| May 2019 | $9.8M | $9.8M | $0 | 4 | 2,880 |
| Mar 2019 | $9.8M | $9.8M | $0 | 4 | 2,880 |
| Nov 2018 | $10.1M | $10.1M | $0 | 5 | 57 |
| Jul 2018 | $10.1M | $10.1M | $0 | 5 | 57 |
| May 2018 | $10.1M | $10.1M | $0 | 5 | 57 |
| Apr 2018 | $10.1M | $10.1M | $0 | 5 | 57 |
DateMar 2023
Total AUM$1.8B
Discretionary$15M
Non-Disc.$1.8B
Employees4
Clients394
DateMar 2022
Total AUM$3.5B
Discretionary$13.7M
Non-Disc.$3.5B
Employees4
Clients899
DateMar 2021
Total AUM$3B
Discretionary$13.6M
Non-Disc.$3B
Employees4
Clients682
DateJun 2020
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees4
Clients8,801
DateFeb 2020
Total AUM$12.2M
Discretionary$12.2M
Non-Disc.$0
Employees4
Clients8,801
DateAug 2019
Total AUM$9.8M
Discretionary$9.8M
Non-Disc.$0
Employees4
Clients2,880
DateMay 2019
Total AUM$9.8M
Discretionary$9.8M
Non-Disc.$0
Employees4
Clients2,880
DateMar 2019
Total AUM$9.8M
Discretionary$9.8M
Non-Disc.$0
Employees4
Clients2,880
DateNov 2018
Total AUM$10.1M
Discretionary$10.1M
Non-Disc.$0
Employees5
Clients57
DateJul 2018
Total AUM$10.1M
Discretionary$10.1M
Non-Disc.$0
Employees5
Clients57
DateMay 2018
Total AUM$10.1M
Discretionary$10.1M
Non-Disc.$0
Employees5
Clients57
DateApr 2018
Total AUM$10.1M
Discretionary$10.1M
Non-Disc.$0
Employees5
Clients57