Phd Retirement Consulting
Phd Retirement Consulting is an SEC-registered ria in Overland Park, KS with $506.2M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Phd Retirement Consulting: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304989, SEC 801-117154, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $506.2M (2026-03-25)
- Firm type
- Ria
- Location
- Overland Park, KS
- Employees
- 5
- Clients
- 66
- CRD
- 304989
- Ownership
- REDSTONE, TROY, LATON
How much AUM does Phd Retirement Consulting have?
Phd Retirement Consulting reported $506.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Phd Retirement Consulting?
Disclosed owners and executives of Phd Retirement Consulting include REDSTONE, TROY, LATON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.