RETIREMENT PLANNING SPECIALISTS, INC.
Legal name: RETIREMENT PLANNING SPECIALISTS
CRD #157811 SEC #801-77839 WILLOW GROVE, PA 215-657-8600
SEC Registered
Total AUM
$189.5M
Discretionary
$189.5M
Employees
7
Clients
--
Accounts
1,238
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $197.3M | $197.3M | $0 | 7 | 0 |
| Jun 2020 | $189.5M | $189.5M | $0 | 7 | 0 |
| Mar 2020 | $189.5M | $189.5M | $0 | 7 | 0 |
| Mar 2019 | $173.4M | $173.4M | $0 | 8 | 0 |
| Mar 2018 | $150.3M | $150.3M | $0 | 7 | 0 |
| Jul 2017 | $151.9M | $151.9M | $0 | 5 | 500 |
| Feb 2017 | $151.9M | $151.9M | $0 | 6 | 500 |
| Mar 2016 | $142.5M | $142.5M | $0 | 6 | 600 |
| May 2015 | $163.2M | $163.2M | $0 | 6 | 500 |
| Apr 2015 | $163.2M | $163.2M | $0 | 6 | 500 |
| Mar 2015 | $163.2M | $163.2M | $0 | 6 | 500 |
| Jun 2014 | $163.6M | $163.6M | $0 | 7 | 500 |
| Mar 2014 | $163.6M | $163.6M | $0 | 6 | 500 |
| Mar 2013 | $144.1M | $134.5M | $9.6M | 6 | 600 |
DateMar 2021
Total AUM$197.3M
Discretionary$197.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2017
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees5
Clients500
DateFeb 2017
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees6
Clients500
DateMar 2016
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees6
Clients600
DateMay 2015
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees6
Clients500
DateApr 2015
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees6
Clients500
DateMar 2015
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees6
Clients500
DateJun 2014
Total AUM$163.6M
Discretionary$163.6M
Non-Disc.$0
Employees7
Clients500
DateMar 2014
Total AUM$163.6M
Discretionary$163.6M
Non-Disc.$0
Employees6
Clients500
DateMar 2013
Total AUM$144.1M
Discretionary$134.5M
Non-Disc.$9.6M
Employees6
Clients600