Retirement Advisors, LLC
● SEC registered since 2008CRD 147701SEC# 801-69377Dallas, TX
Reg. AUM
$186.4M
Employees
3
Accounts
113
Location
Dallas, TX
Retirement Advisors, LLC assets under management
Retirement Advisors, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2008. It reports $186.4 million in regulatory assets under management and employs 3 people.
Retirement Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Charles Perry Control | Chief Compliance Officer & Managing Member | Over 75% | 2008 |
Frequently asked questions
How much does Retirement Advisors, LLC manage?
Retirement Advisors, LLC reports $186.4 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Advisors, LLC have?
Retirement Advisors, LLC reports 3 employees.
Where is Retirement Advisors, LLC located?
Retirement Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2008.
Does Retirement Advisors, LLC disclose fund performance?
Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17250 Dallas Parkway, Dallas, TX 75248 |
| Phone | 972-371-0545 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.4M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$186.4Mregulatory AUM
Discretionary $0Non-discretionary $186.4M