THE RETIREMENT GUYS FORMULA LLC

THE RETIREMENT GUYS FORMULA
MAUMEE, Ohio·2 registered advisors·CRD# 168561
SEC# 801-1190866419-842-0550
01

Firm Overview

AUM
$250M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE RETIREMENT GUYS FORMULA LLC

2 registered advisors
Mark Douglas Clair
MAUMEE, Ohio
Nolan Richard Baker
MAUMEE, Ohio
05

Office Locations

MAUMEE, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. THE RETIREMENT GUYS FORMULA LLC (CRD# 168561) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.