RETIREMENT WEALTH STRATEGIES, LLC
Legal name: RETIREMENT WEALTH STRATEGIES
CRD #154582 SEC #801-71719 PHOENIX, AZ 602-955-7200
SEC Registered
Total AUM
$18M
Discretionary
$16M
Employees
5
Clients
10
Accounts
78
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2011 | $18M | $16M | $2M | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
DateJan 2011
Total AUM$18M
Discretionary$16M
Non-Disc.$2M
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--