RETIREMENT PLANNING GROUP, LLC

MALTA, New York·1 registered advisor·CRD# 310647
SEC# 801-1195375(518) 580-1919
01

Firm Overview

AUM
$244M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at RETIREMENT PLANNING GROUP, LLC

1 registered advisor
David M Kopyc
MALTA, New York
05

Office Locations

MALTA, New York
1 advisor

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Data sourced from SEC Form ADV filings. RETIREMENT PLANNING GROUP, LLC (CRD# 310647) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.