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RETIREMENT ADVISORS, LLC
CRD 147701 · SEC 801-69377
17250 DALLAS PARKWAY, DALLAS, TX, 75248, United States
Phone
972-371-0545
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.4M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $10.8M |
| High net worth individuals | 19 | $25.1M |
| Pension/profit sharing plans | 15 | $150.5M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD