Retirement Planology, Inc.
Retirement Planology, Inc. is an SEC-registered ria in Alexandria, VA with $265.9M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Retirement Planology, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171302, SEC 801-79679, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $265.9M (2026-03-23)
- Firm type
- Ria
- Location
- Alexandria, VA
- Employees
- 3
- Clients
- 60
- CRD
- 171302
- Ownership
- JEFFERIS, ADAM, JOHN; SHIPLEY, COURTENAY, VIRGINIA
How much AUM does Retirement Planology, Inc. have?
Retirement Planology, Inc. reported $265.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Retirement Planology, Inc.?
Disclosed owners and executives of Retirement Planology, Inc. include JEFFERIS, ADAM, JOHN, SHIPLEY, COURTENAY, VIRGINIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.