AON RETIREMENT PLAN ADVISORS, LLC

ATLANTA, Georgia·4 registered advisors·CRD# 136462
SEC# 801-645592404.442.1025
01

Firm Overview

AUM
$3M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS ON WHICH WE CONSULT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AON RETIREMENT PLAN ADVISORS, LLC

4 registered advisors
Gregory Joseph Carrick
ATLANTA, Georgia
Leslie Walden Uddin
ATLANTA, Georgia
Mark Elwood Thomas
ATLANTA, Georgia
Thomas Lyle Williams
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
4 advisors

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Data sourced from SEC Form ADV filings. AON RETIREMENT PLAN ADVISORS, LLC (CRD# 136462) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.