Retirement Planning Group, LLC
● SEC registered since 2020CRD 310647SEC# 801-119537Malta, NY
Reg. AUM
$375.4M
Employees
8
Accounts
1,716
Location
Malta, NY
Retirement Planning Group, LLC assets under management
Retirement Planning Group, LLC is a registered investment adviser overseen by the SEC based in Malta, NY. The firm has been registered since 2020. It reports $375.4 million in regulatory assets under management and employs 8 people.
Retirement Planning Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David M Kopyc Control | President And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Retirement Planning Group, LLC manage?
Retirement Planning Group, LLC reports $375.4 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Planning Group, LLC have?
Retirement Planning Group, LLC reports 8 employees.
Where is Retirement Planning Group, LLC located?
Retirement Planning Group, LLC is based in Malta, NY and has been SEC-registered since 2020.
Does Retirement Planning Group, LLC disclose fund performance?
Retirement Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2691 State Route 9, Malta, NY 12020 |
| Phone | (518) 580-1919 |
| Fax | (518) 580-1194 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2057004 |
| Discloses disciplinary history | No |
Regulatory AUM
$375.4M▲ 33%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$375.4Mregulatory AUM
Discretionary $375.4M