Investment adviser · CRD 313166

RETIREMENT SPECIALTY GROUP, INC.

Investment adviser filing (IA)

COOKEVILLE, TN, United States · Form ADV filed Dec 21, 2024

Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The 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: Dec 21, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1125 PERIMETER PARK DRIVE, SUITE 301
COOKEVILLE, TN, 38501, United States

CRD 313166

Filing source

Form ADV 1921607 · Dec 21, 2024 · 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.