Investment adviser · CRD 316635

TRUCKER'S RETIREMENT PLAN

Investment adviser filing (IA)

TRUCKER'S RETIREMENT PLAN, INC

PHOENIX, AZ, United States · Form ADV filed Dec 13, 2023

Employees
1
Reported in this filing
Advisory professionals
1
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 13, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Educational seminars

Compensation

Percentage of assets · Fixed · Commissions

Principal office

18444 N 25TH AVE, SUITE 420
PHOENIX, AZ, 85023, United States

CRD 316635

Filing source

Form ADV 1802524 · Dec 13, 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.