RETIREMENT ASSET ADVISORY INC

RETIREMENT ASSET ADVISORY
ARLINGTON, Texas·2 registered advisors·CRD# 109161
SEC# 801-553110817-697-8506
01

Firm Overview

AUM
$174M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RETIREMENT ASSET ADVISORY INC

2 registered advisors
John David Cole
ARLINGTON, Texas
William David Worley
ARLINGTON, Texas
05

Office Locations

ARLINGTON, Texas
2 advisors

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Data sourced from SEC Form ADV filings. RETIREMENT ASSET ADVISORY INC (CRD# 109161) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.