RETIREMENT SPECIALTY GROUP, INC.
CRD #313166 SEC #801-123599 COOKEVILLE, TN 931-738-4733
SEC Registered Disclosures
Total AUM
--
Discretionary
--
Employees
3
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $26.8M | $26.8M | $0 | 3 | 0 |
| Nov 2023 | $41.6M | $41.6M | $0 | 3 | 0 |
| Sep 2023 | $41.6M | $41.6M | $0 | 3 | 0 |
| Sep 2023 | $41.6M | $41.6M | $0 | 3 | 0 |
| Sep 2023 | $41.6M | $41.6M | $0 | 3 | 0 |
| Mar 2023 | $41.6M | $41.6M | $0 | 3 | 0 |
| Dec 2022 | $46.2M | $46.2M | $0 | 4 | 0 |
| May 2022 | $46.2M | $46.2M | $0 | 4 | 0 |
| May 2022 | $46.2M | $46.2M | $0 | 4 | 0 |
| May 2022 | $46.2M | $46.2M | $0 | 4 | 0 |
| Mar 2022 | $46.2M | $46.2M | $0 | 4 | 0 |
DateJan 2024
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees4
Clients0