RETIREMENT PLANNING Overview
Retirement Planning Group is an investment advisor that manages 520.9 MM dollars in regulatory AUM and has 12 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/18. The fund's latest filing disclosed 388MM in positions, representing 75% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/18. The fund's latest filing disclosed 388MM in positions, representing 75% of the manager's regulatory AUM.
RETIREMENT PLANNING StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RETIREMENT PLANNING Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHB | 25.89% | ETF | -9.55% | -0.08% | 2 | 2% | ||
| BND | 16.9% | ETF | 2.08% | 0.83% | 0 | 5% | ||
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FEATURED IN
RETIREMENT PLANNING Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jennifer A. Costello | Secretary | October-2003 |
| Ryan P. Costello | Vice President/Chief Financial Officer | February-2004 |
| Chris K. Costello | Financial Advisor | February-2004 |
| Kevin M. Conard | Chief Executive Officer | February-2004 |
| Robert R. O'Blennis | Chief Compliance Officer & Financial Advisor | March-2007 |
| Suzanne L. Mcdonald | Chief Operating Officer | January-2013 |
RETIREMENT PLANNING Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
RETIREMENT PLANNING Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ............................ 8
A. Investment Strategy and Methods of Analysis ..................................................... 8
B. Material Risks of Our Approach ........................................................................... 8
Item 9. ...
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A. Investment Strategy and Methods of Analysis ..................................................... 8
B. Material Risks of Our Approach ........................................................................... 8
Item 9. ...
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RETIREMENT PLANNING Portfolio Concentration
RETIREMENT PLANNING Location
11512 W. 119TH
OVERLAND PARK, Kansas
UNITED STATES, 66213
OVERLAND PARK, Kansas
UNITED STATES, 66213
RETIREMENT PLANNING Contact Information
Phone Number: 913-498-8898
Fax Number: 913-498-8897
Website: null
Fax Number: 913-498-8897
Website: null
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