Retirement Planning Group, LLC
Retirement Planning Group, LLC is an SEC-registered mass-market adviser in Malta, NY with $375.4M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Retirement Planning Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310647, SEC 801-119537, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $375.4M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Malta, NY
- Employees
- 8
- Clients
- 1,043
- CRD
- 310647
- Ownership
- Cox, James, Thomas; Kopyc, David, M
How much AUM does Retirement Planning Group, LLC have?
Retirement Planning Group, LLC reported $375.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Retirement Planning Group, LLC?
Disclosed owners and executives of Retirement Planning Group, LLC include Cox, James, Thomas, Kopyc, David, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.