THE RETIREMENT GROUP, LLC
CRD #148296 SEC #801-69578 SAN DIEGO, CA 800-900-5867
SEC Registered
Total AUM
$544.5M
Discretionary
$544.5M
Employees
30
Clients
1
Accounts
1,773
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $544.5M | $544.5M | $0 | 30 | 0 |
| Oct 2023 | $437.4M | $437.4M | $0 | 30 | 0 |
| Sep 2023 | $437.4M | $437.4M | $0 | 30 | 0 |
| Mar 2023 | $437.4M | $437.4M | $0 | 30 | 0 |
| Mar 2022 | $514M | $499.7M | $14.3M | 30 | 0 |
| Dec 2021 | $385.9M | $382.2M | $3.8M | 25 | 0 |
| Nov 2021 | $385.9M | $382.2M | $3.8M | 25 | 0 |
| Mar 2021 | $385.9M | $382.2M | $3.8M | 25 | 0 |
| Jan 2021 | $344.1M | $344.1M | $0 | 30 | 0 |
| Jun 2020 | $344.1M | $344.1M | $0 | 30 | 0 |
| Mar 2020 | $344.1M | $344.1M | $0 | 30 | 0 |
| Dec 2019 | $264.2M | $264.2M | $0 | 30 | 0 |
| Aug 2019 | $264.2M | $264.2M | $0 | 30 | 0 |
| Aug 2019 | $264.2M | $264.2M | $0 | 30 | 0 |
| Mar 2019 | $264.2M | $264.2M | $0 | 30 | 0 |
| Mar 2019 | $248.2M | $245.5M | $2.7M | 30 | 0 |
| Jan 2019 | $248.2M | $245.5M | $2.7M | 30 | 0 |
| Oct 2018 | $248.2M | $245.5M | $2.7M | 30 | 0 |
| Aug 2018 | $248.2M | $245.5M | $2.7M | 30 | 0 |
| Apr 2018 | $248.2M | $245.5M | $2.7M | 30 | 0 |
| Mar 2018 | $248.2M | $245.5M | $2.7M | 30 | 0 |
| Jan 2018 | $231M | $231M | $0 | 30 | 0 |
| Jan 2018 | $231M | $231M | $0 | 30 | 0 |
| Jun 2017 | $192.8M | $170.9M | $21.9M | 30 | 1,000 |
| Apr 2017 | $192.8M | $170.9M | $21.9M | 30 | 1,000 |
| Apr 2017 | $192.8M | $170.9M | $21.9M | 30 | 1,000 |
| Mar 2017 | $93.8M | $93.8M | $0 | 32 | 800 |
| Oct 2016 | $93.8M | $93.8M | $0 | 32 | 800 |
| Mar 2016 | $93.8M | $93.8M | $0 | 32 | 800 |
| Mar 2016 | $176M | $176M | $0 | 32 | 600 |
| Apr 2015 | $176M | $176M | $0 | 32 | 600 |
| Feb 2015 | $84.6M | $69.4M | $15.2M | 40 | 600 |
| Jan 2015 | $84.6M | $69.4M | $15.2M | 40 | 600 |
| Dec 2014 | $84.6M | $69.4M | $15.2M | 40 | 600 |
| Mar 2014 | $84.6M | $69.4M | $15.2M | 40 | 600 |
| Nov 2013 | $83M | $65.7M | $17.3M | 30 | 600 |
| Oct 2013 | $83M | $65.7M | $17.3M | 30 | 600 |
| Sep 2013 | $83M | $65.7M | $17.3M | 30 | 600 |
| Aug 2013 | $83M | $65.7M | $17.3M | 30 | 600 |
| Jul 2013 | $83M | $65.7M | $17.3M | 30 | 600 |
| Apr 2013 | $83M | $65.7M | $17.3M | 30 | 600 |
| Mar 2013 | $44.5M | $31.3M | $13.2M | 30 | 300 |
| Nov 2012 | $44.5M | $31.3M | $13.2M | 30 | 300 |
| Sep 2012 | $44.5M | $31.3M | $13.2M | 11 | 300 |
| Jun 2012 | $44.5M | $31.3M | $13.2M | 11 | 300 |
| May 2012 | $44.5M | $31.3M | $13.2M | 11 | 300 |
| Mar 2012 | $44.5M | $31.3M | $13.2M | 11 | 300 |
| Nov 2011 | $31M | $25.2M | $5.8M | 11 | 101 |
| Jul 2011 | $31M | $25.2M | $5.8M | -- | -- |
| Apr 2011 | $31M | $25.2M | $5.8M | -- | -- |
| Apr 2011 | $31M | $25.2M | $5.8M | -- | -- |
| Mar 2011 | $31M | $25.2M | $5.8M | -- | -- |
| Mar 2011 | $30.8M | $25.5M | $5.3M | -- | -- |
| Feb 2011 | $30.8M | $25.5M | $5.3M | -- | -- |
DateMar 2024
Total AUM$544.5M
Discretionary$544.5M
Non-Disc.$0
Employees30
Clients0
DateOct 2023
Total AUM$437.4M
Discretionary$437.4M
Non-Disc.$0
Employees30
Clients0
DateSep 2023
Total AUM$437.4M
Discretionary$437.4M
Non-Disc.$0
Employees30
Clients0
DateMar 2023
Total AUM$437.4M
Discretionary$437.4M
Non-Disc.$0
Employees30
Clients0
DateMar 2022
Total AUM$514M
Discretionary$499.7M
Non-Disc.$14.3M
Employees30
Clients0
DateDec 2021
Total AUM$385.9M
Discretionary$382.2M
Non-Disc.$3.8M
Employees25
Clients0
DateNov 2021
Total AUM$385.9M
Discretionary$382.2M
Non-Disc.$3.8M
Employees25
Clients0
DateMar 2021
Total AUM$385.9M
Discretionary$382.2M
Non-Disc.$3.8M
Employees25
Clients0
DateJan 2021
Total AUM$344.1M
Discretionary$344.1M
Non-Disc.$0
Employees30
Clients0
DateJun 2020
Total AUM$344.1M
Discretionary$344.1M
Non-Disc.$0
Employees30
Clients0
DateMar 2020
Total AUM$344.1M
Discretionary$344.1M
Non-Disc.$0
Employees30
Clients0
DateDec 2019
Total AUM$264.2M
Discretionary$264.2M
Non-Disc.$0
Employees30
Clients0
DateAug 2019
Total AUM$264.2M
Discretionary$264.2M
Non-Disc.$0
Employees30
Clients0
DateAug 2019
Total AUM$264.2M
Discretionary$264.2M
Non-Disc.$0
Employees30
Clients0
DateMar 2019
Total AUM$264.2M
Discretionary$264.2M
Non-Disc.$0
Employees30
Clients0
DateMar 2019
Total AUM$248.2M
Discretionary$245.5M
Non-Disc.$2.7M
Employees30
Clients0
DateJan 2019
Total AUM$248.2M
Discretionary$245.5M
Non-Disc.$2.7M
Employees30
Clients0
DateOct 2018
Total AUM$248.2M
Discretionary$245.5M
Non-Disc.$2.7M
Employees30
Clients0
DateAug 2018
Total AUM$248.2M
Discretionary$245.5M
Non-Disc.$2.7M
Employees30
Clients0
DateApr 2018
Total AUM$248.2M
Discretionary$245.5M
Non-Disc.$2.7M
Employees30
Clients0
DateMar 2018
Total AUM$248.2M
Discretionary$245.5M
Non-Disc.$2.7M
Employees30
Clients0
DateJan 2018
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees30
Clients0
DateJan 2018
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees30
Clients0
DateJun 2017
Total AUM$192.8M
Discretionary$170.9M
Non-Disc.$21.9M
Employees30
Clients1,000
DateApr 2017
Total AUM$192.8M
Discretionary$170.9M
Non-Disc.$21.9M
Employees30
Clients1,000
DateApr 2017
Total AUM$192.8M
Discretionary$170.9M
Non-Disc.$21.9M
Employees30
Clients1,000
DateMar 2017
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees32
Clients800
DateOct 2016
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees32
Clients800
DateMar 2016
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees32
Clients800
DateMar 2016
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees32
Clients600
DateApr 2015
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees32
Clients600
DateFeb 2015
Total AUM$84.6M
Discretionary$69.4M
Non-Disc.$15.2M
Employees40
Clients600
DateJan 2015
Total AUM$84.6M
Discretionary$69.4M
Non-Disc.$15.2M
Employees40
Clients600
DateDec 2014
Total AUM$84.6M
Discretionary$69.4M
Non-Disc.$15.2M
Employees40
Clients600
DateMar 2014
Total AUM$84.6M
Discretionary$69.4M
Non-Disc.$15.2M
Employees40
Clients600
DateNov 2013
Total AUM$83M
Discretionary$65.7M
Non-Disc.$17.3M
Employees30
Clients600
DateOct 2013
Total AUM$83M
Discretionary$65.7M
Non-Disc.$17.3M
Employees30
Clients600
DateSep 2013
Total AUM$83M
Discretionary$65.7M
Non-Disc.$17.3M
Employees30
Clients600
DateAug 2013
Total AUM$83M
Discretionary$65.7M
Non-Disc.$17.3M
Employees30
Clients600
DateJul 2013
Total AUM$83M
Discretionary$65.7M
Non-Disc.$17.3M
Employees30
Clients600
DateApr 2013
Total AUM$83M
Discretionary$65.7M
Non-Disc.$17.3M
Employees30
Clients600
DateMar 2013
Total AUM$44.5M
Discretionary$31.3M
Non-Disc.$13.2M
Employees30
Clients300
DateNov 2012
Total AUM$44.5M
Discretionary$31.3M
Non-Disc.$13.2M
Employees30
Clients300
DateSep 2012
Total AUM$44.5M
Discretionary$31.3M
Non-Disc.$13.2M
Employees11
Clients300
DateJun 2012
Total AUM$44.5M
Discretionary$31.3M
Non-Disc.$13.2M
Employees11
Clients300
DateMay 2012
Total AUM$44.5M
Discretionary$31.3M
Non-Disc.$13.2M
Employees11
Clients300
DateMar 2012
Total AUM$44.5M
Discretionary$31.3M
Non-Disc.$13.2M
Employees11
Clients300
DateNov 2011
Total AUM$31M
Discretionary$25.2M
Non-Disc.$5.8M
Employees11
Clients101
DateJul 2011
Total AUM$31M
Discretionary$25.2M
Non-Disc.$5.8M
Employees--
Clients--
DateApr 2011
Total AUM$31M
Discretionary$25.2M
Non-Disc.$5.8M
Employees--
Clients--
DateApr 2011
Total AUM$31M
Discretionary$25.2M
Non-Disc.$5.8M
Employees--
Clients--
DateMar 2011
Total AUM$31M
Discretionary$25.2M
Non-Disc.$5.8M
Employees--
Clients--
DateMar 2011
Total AUM$30.8M
Discretionary$25.5M
Non-Disc.$5.3M
Employees--
Clients--
DateFeb 2011
Total AUM$30.8M
Discretionary$25.5M
Non-Disc.$5.3M
Employees--
Clients--