THE RETIREMENT GROUP, LLC

SAN DIEGO, California·4 registered advisors·CRD# 148296
SEC# 801-6957810800-900-5867
01

Firm Overview

AUM
$544M
Regulatory assets under management
Employees
30
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Other: UP FRONT FEES FOR CERTAIN TYPES OF ACCTS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE RETIREMENT GROUP, LLC

4 registered advisors
Erik Jens Larsen
SAN DIEGO, California
James Joseph Dempsey
SAN DIEGO, California
John Alexander Jastremski
SAN DIEGO, California
Ronald Joseph Harpootlian
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
4 advisors

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Data sourced from SEC Form ADV filings. THE RETIREMENT GROUP, LLC (CRD# 148296) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.