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 03/31/17. The fund's latest filing disclosed 329MM in positions, representing 63% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 03/31/17. The fund's latest filing disclosed 329MM in positions, representing 63% of the manager's regulatory AUM.
RETIREMENT PLANNING StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
RETIREMENT PLANNING Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHB | 22.53% | ETF | 5.13% | -0.02% | 2 | 3% | ||
| VIG | 9.53% | ETF | 4.76% | -0% | 1 | 5% | ||
|
Unlock Positions and Returns Details |
||||||||
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. ...
Unlock Full Investment Process Description
A. Investment Strategy and Methods of Analysis ..................................................... 8
B. Material Risks of Our Approach ........................................................................... 8
Item 9. ...
Unlock Full Investment Process Description
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here