RETIREMENT FINANCIAL GROUP, LLC

CRD 322692 · SEC 801-126392

1090 LONGFELLOW DR., BEAUMONT, TX, 77706, United States

Phone

409-908-4160

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$185.9M

Discretionary AUM

$185.9M

Team

4 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-06-16

Disciplinary history

Services

Portfolio management (individuals)CONSULTING SERVICES

Type	Clients	AUM
Individuals	366	$84.6M
High net worth individuals	74	$101.3M

LA, TX

Official SEC filing: View on IAPD