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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SARAPPO, JOSEPH, PHILIP | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 30, 2020 REGISTERED
Notice Filings (5)
CA FL NJ PA TX
Address
1000 EASTON ROADWILLOW GROVE, PA 19090
United States
Phone: 215-657-8600