RETIREMENT FINANCIAL GROUP, LLC
CRD #322692 SEC #801-126392 BEAUMONT, TX 409-908-4160
SEC Registered
Total AUM
$153.3M
Discretionary
$150.9M
Employees
3
Clients
--
Accounts
805
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $153.3M | $150.9M | $2.3M | 3 | 0 |
| Jul 2025 | $153.3M | $150.9M | $2.3M | 3 | 0 |
| Jun 2025 | $153.3M | $150.9M | $2.3M | 3 | 0 |
| Mar 2025 | $153.3M | $150.9M | $2.3M | 3 | 0 |
| Jan 2025 | $121.7M | $121.7M | $0 | 2 | 0 |
| Nov 2024 | $121.7M | $121.7M | $0 | 2 | 0 |
| Mar 2024 | $121.7M | $121.7M | $0 | 2 | 0 |
| Jun 2023 | $107.4M | $107.4M | $0 | 4 | 0 |
| May 2023 | $107.4M | $107.4M | $0 | 4 | 0 |
| Mar 2023 | $107.4M | $107.4M | $0 | 4 | 0 |
| Dec 2022 | $109.2M | $101.4M | $7.7M | 4 | 0 |
| Jul 2022 | $0 | $0 | $0 | 6 | 0 |
DateDec 2025
Total AUM$153.3M
Discretionary$150.9M
Non-Disc.$2.3M
Employees3
Clients0
DateJul 2025
Total AUM$153.3M
Discretionary$150.9M
Non-Disc.$2.3M
Employees3
Clients0
DateJun 2025
Total AUM$153.3M
Discretionary$150.9M
Non-Disc.$2.3M
Employees3
Clients0
DateMar 2025
Total AUM$153.3M
Discretionary$150.9M
Non-Disc.$2.3M
Employees3
Clients0
DateJan 2025
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$109.2M
Discretionary$101.4M
Non-Disc.$7.7M
Employees4
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0