American Retirement Planning Group Inc (Las Vegas)

Name: American Retirement Planning Group Inc
Address: 3303 Novat Street, Las Vegas, NV, 89129
Telephone: 800-530-8788

American Retirement Planning Group Inc is a large advisory firm based in Las Vegas. It manages $163.73 million of regulatory assets for 1,017 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.

American Retirement Planning Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

American Retirement Planning Group: assets under management

The assets under management (AUM) of American Retirement Planning Group Inc is $163.73 million. The firm's AUM has grown by 575% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $106.15 million in discretionary accounts and $57.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $170.39 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $146.13 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 49% of the total AUM. The second-largest asset type is exchange traded securities, which make up 29% of the firm’s portfolio. Investments in non-exchange traded securities form 13% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay American Retirement Planning Group Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients American Retirement Planning Group serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of American Retirement Planning Group is individuals with 456 clients and $91.68 million of assets under management. Among the 8 most similar advisory firms, American Retirement Planning Group has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $163.73 million for 565 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

American Retirement Planning Group doesn't advise any private funds.

Careers at American Retirement Planning Group Inc

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Matthew D Dahl has served as the Chief Investment Officer since 1 May 2013. Heather Joan Light joined the executive team most recently as the Senior Registered Assistant.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dwight Alfred Machael	Ceo	1 Jun 1991	25% - 50%	854221
Heather Joan Light	Senior registered assistant	1 Nov 2007	Other	4124780
Matthew D Dahl	Chief investment officer/chief compliance officer	1 May 2013	50% - 75%	6127134

Based in Las Vegas

The principal office where American Retirement Planning Group Inc performs its advisory services is located at 3303 Novat Street, Las Vegas, NV 89129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-530-8788 or by fax 702-658-3452. The normal business hours are 8:00 a.m. - 2:00 p.m. on Monday - Friday. You can find more information about the New York firm at arpgdirect.com.