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 09/30/16. The fund's latest filing disclosed 309MM in positions, representing 59% of the manager's regulatory AUM.

RETIREMENT PLANNING StockAlpha

-4.8%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

RETIREMENT PLANNING Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHB 21.85% ETF 1.87% 0.07% 2 3%
BSV 11.89% ETF -1.24% -0.21% 0 3%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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. ...
Get the Full Report

RETIREMENT PLANNING Portfolio Concentration

RETIREMENT PLANNING Location

11512 W. 119TH
OVERLAND PARK, Kansas
UNITED STATES, 66213

RETIREMENT PLANNING Contact Information

Phone Number: 913-498-8898
Fax Number: 913-498-8897
Website:

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
Path B