RETIREMENT PLANS, INC.
CRD #286214 SEC #801-123069 WESTERVILLE, OH 614-339-1910
SEC Registered
Total AUM
$247.9M
Discretionary
$247.9M
Employees
6
Clients
0
Accounts
268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $247.9M | $247.9M | $0 | 6 | 0 |
| Mar 2024 | $244.8M | $244.8M | $0 | 4 | 0 |
| Mar 2023 | $211M | $211M | $140 | 7 | 0 |
| Nov 2022 | $188.6M | $188.6M | $699 | 5 | 0 |
| Mar 2022 | $188.6M | $188.6M | $699 | 5 | 0 |
| Dec 2021 | $130.8M | $130.8M | $0 | 5 | 0 |
DateFeb 2025
Total AUM$247.9M
Discretionary$247.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$244.8M
Discretionary$244.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$211M
Discretionary$211M
Non-Disc.$140
Employees7
Clients0
DateNov 2022
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$699
Employees5
Clients0
DateMar 2022
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$699
Employees5
Clients0
DateDec 2021
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees5
Clients0