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RETIREMENT STRATEGIES, LTD.

SEC Form ADV profile.

Total regulatory AUM
$272,729,463
Discretionary
$266,012,653
Non-discretionary
$6,716,810

Firm details

CRD number
163701
SEC file number
801-112738
Main office
DUBLIN, OH, United States
Employees
10
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.