RETIREMENT PLANNING GROUP, LLC
CRD #310647 SEC #801-119537 MALTA, NY (518) 580-1919
SEC Registered
Total AUM
$282.8M
Discretionary
$282.8M
Employees
7
Clients
101
Accounts
1,430
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $282.8M | $282.8M | $0 | 7 | 0 |
| Apr 2025 | $282.8M | $282.8M | $0 | 7 | 0 |
| Feb 2025 | $282.8M | $282.8M | $0 | 7 | 0 |
| Mar 2024 | $243.7M | $243.7M | $0 | 6 | 0 |
| Aug 2023 | $185.3M | $185.3M | $0 | 6 | 0 |
| Feb 2023 | $185.3M | $185.3M | $0 | 6 | 0 |
| Feb 2022 | $200M | $200M | $0 | 7 | 0 |
| Mar 2021 | $150M | $150M | $0 | 6 | 0 |
| Nov 2020 | $0 | $0 | $0 | 6 | 0 |
| Oct 2020 | $0 | $0 | $0 | 6 | 0 |
| Sep 2020 | $0 | $0 | $0 | 6 | 0 |
| Aug 2020 | $0 | $0 | $0 | 6 | 0 |
DateNov 2025
Total AUM$282.8M
Discretionary$282.8M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$282.8M
Discretionary$282.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$282.8M
Discretionary$282.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$243.7M
Discretionary$243.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$185.3M
Discretionary$185.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0