The Retirement Guys Formula LLC
● SEC registered since 2020CRD 168561SEC# 801-119086Maumee, OH
Reg. AUM
$276.9M
Employees
7
Accounts
1,861
Location
Maumee, OH
The Retirement Guys Formula LLC assets under management
The Retirement Guys Formula LLC is an investment advisory firm registered with the SEC based in Maumee, OH. The firm has been registered since 2020. It reports $276.9 million in regulatory assets under management and employs 7 people.
The Retirement Guys Formula LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nolan Richard Baker Control | Managing Member/Cco | Over 75% | 2013 |
Frequently asked questions
How much does The Retirement Guys Formula LLC manage?
The Retirement Guys Formula LLC reports $276.9 million in regulatory assets under management on its Form ADV.
How many employees does The Retirement Guys Formula LLC have?
The Retirement Guys Formula LLC reports 7 employees.
Where is The Retirement Guys Formula LLC located?
The Retirement Guys Formula LLC is based in Maumee, OH and has been SEC-registered since 2020.
Does The Retirement Guys Formula LLC disclose fund performance?
The Retirement Guys Formula LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1700 Woodlands Drive, Maumee, OH 43537 |
| Phone | 419-842-0550 |
| Fax | 419-794-7194 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 801119086 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$276.9M▼ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$276.9Mregulatory AUM
Discretionary $276.9M