Investment adviser · CRD 136462
AON RETIREMENT PLAN ADVISORS, LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Apr 11, 2019
- Regulatory AUM
- $2.7M Form ADV · Item 5.F
- Client accounts
- 16 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 5 | $1,942,457 | 72.0% |
| Individuals | 7 | $753,539 | 28.0% |
| Retirement plans | 47 | Not reported | Not reported |
Filing source
Form ADV 1309492 · Apr 11, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 11, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3550 LENOX ROAD NE, SUITE 1700ATLANTA, GA, 30326, United States
CRD 136462
Filing source
Form ADV 1309492 · Apr 11, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.