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

Clients

Accounts

1,773

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2024
Branch Offices: 10

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DEMPSEY, JAMES, JOSEPH	I	CHIEF INVESTMENT OFFICER	NA
DEMPSEY, JAMES, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
DEMPSEY, JAMES, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
GOST, RIA, M	I	CHIEF COMPLIANCE OFFICER	NA
GOST, RIA, M	I	CHIEF COMPLIANCE OFFICER	NA
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	COMPLIANCE CONSULTANT	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	COMPLIANCE CONSULTANT	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	COMPLIANCE CONSULTANT	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HARPOOTLIAN, RONALD, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
LARSEN, ERIK, JENS	I	CHIEF COMPLIANCE OFFICER	NA
PRINCIOTTA, FRED, ANTHONY	I	CHIEF COMPLIANCE OFFICER	NA
PRINCIOTTA, FRED, ANTHONY	I	CHIEF COMPLIANCE OFFICER	NA
PRINCIOTTA, FRED, ANTHONY	I	CHIEF COMPLIANCE OFFICER	NA
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control
JASTREMSKI, JOHN, ALEXANDER	I	MANAGING MEMBER	E	Control

Registrations

Federal

Mar 28, 2024 REGISTERED

Notice Filings (38)

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Address

5414 OBERLIN DR.
SUITE 220
SAN DIEGO, CA 92121
United States

Phone: 800-900-5867