Retirement Strategies, Ltd.
● SEC registered since 2018CRD 163701SEC# 801-112738Dublin, OH
Reg. AUM
$272.7M
Employees
10
Accounts
1,003
Location
Dublin, OH
Retirement Strategies, Ltd. assets under management
Retirement Strategies, Ltd. is an investment advisory firm registered with the SEC based in Dublin, OH. The firm has been registered since 2018. It reports $272.7 million in regulatory assets under management and employs 10 people.
Retirement Strategies, Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James A Lindner Control | Managing Member/Partner | Over 75% | 2012 |
| Jeffrey Robert Foster Control | Chief Compliance Officer/Partner | 10-25% | 2012 |
Frequently asked questions
How much does Retirement Strategies, Ltd. manage?
Retirement Strategies, Ltd. reports $272.7 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Strategies, Ltd. have?
Retirement Strategies, Ltd. reports 10 employees.
Where is Retirement Strategies, Ltd. located?
Retirement Strategies, Ltd. is based in Dublin, OH and has been SEC-registered since 2018.
Does Retirement Strategies, Ltd. disclose fund performance?
Retirement Strategies, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5060 Parkcenter Ave., Suite a, Dublin, OH 43017 |
| Phone | 614-799-8668 |
| Fax | 614-799-8661 |
| Office hours | 8:30a.m.-5:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$272.7M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$272.7Mregulatory AUM
Discretionary $266MNon-discretionary $6.7M