Investment adviser · CRD 113016
RETIREMENT FUNDING ADVISORS INC.
Investment adviser filing (IA)
TROY, MI, United States · Form ADV filed Jun 12, 2023
- Regulatory AUM
- $600M Form ADV · Item 5.F
- Client accounts
- 111 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Retirement plans | 7 | $288,959,949 | 48.2% |
| High-net-worth individuals | 47 | $208,553,637 | 34.8% |
| Other clients | Fewer than 5 | $82,082,324 | 13.7% |
| Individuals | 51 | $19,884,857 | 3.3% |
| Charities | Fewer than 5 | $278,842 | 0.0% |
Filing source
Form ADV 1767597 · Jun 12, 2023 · 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: Jun 12, 2023. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3155 W. BIG BEAVER ROAD,, SUITE 119TROY, MI, 48084-3006, United States
CRD 113016
Filing source
Form ADV 1767597 · Jun 12, 2023 · 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.