Prihlásiť sa Zaregistrujte sa zadarmo

Associated Retirement Planners (Santa Maria)


Associated Retirement Planners is a large advisory firm based in Santa Maria. It manages $38.27 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Logo

Associated Retirement Planners provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Associated Retirement Planners: assets under management

The assets under management (AUM) of Associated Retirement Planners is $38.27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $316.28 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Associated Retirement Planners for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Maria

The principal office where Associated Retirement Planners performs its advisory services is located at 5075 S. Bradley Road, Santa Maria, CA 93455, 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 805-937-4556 or by fax 805-934-5257. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.1arp.com.


Registered investment advisers similar to Associated Retirement Planners