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 . The fund's latest filing disclosed 915MM in positions, representing 176% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to . The fund's latest filing disclosed 915MM in positions, representing 176% 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 | 12.92% | ETF | -12.7% | -0.05% | 2 | 0% | ||
VIG | 11.42% | ETF | -7.89% | 0.33% | 0 | 0% | ||
Get the Full Report |
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
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
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
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