CRD: 108300
American Retirement Planning Group INC
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- PrimeMomentum optima
- Established Date
- 10-14-2003
- Office Locations
- 1
Office Locations
About American Retirement Planning Group INC
American Retirement Planning Group (ARPG) is an SEC-registered RIA focused on retirement-minded clients, providing fee-based financial planning and discretionary investment management. Portfolios are built with proprietary analytics using a macro, top-down blend of fundamental and technical indicators to adjust asset allocation as conditions change. Custodied with Pershing and supported by regular market newsletters and planning content.
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW D DAHL
Chief Compliance Officer, Chief Investment Officer, Principal
- CRD
- #6127134
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Alec T. Unruh
Investment Advisor
- CRD
- #7439421
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $330,235,465 | $470,421 |
| Non-Discretionary | $17,902,795 | $106,564 |
| Total | $348,138,260 | $400,159 |
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Separately Managed Accounts
Total SMA Asset: $348,138,260
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $505,841,195 | 14.9% |
| Public Funds | $533,000,454 | 15.7% |
| Equity - OTC | $553,369,898 | 16.3% |
| Other | $835,147,208 | 24.6% |
| Cash | $967,548,593 | 28.5% |
| Total | $3,394,907,348 | 100.0% |