This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-24-2003
- Office Locations
- 1
Office Locations
About Dental Retirement Strategies, Inc.
Dental Retirement Strategies, Inc. is a Johns Creek-based RIA. The firm has been operating for 22 years. Managing $13.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 24 clients, or 24 clients per representative. That equates to $564.0K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Dental Retirement Strategies, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Dental Retirement Strategies, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RAYMOND FREDERICK WILLEFORD III
Chief Compliance Officer, President, Vice President
- CRD
- #1453192
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,535,243 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,535,243 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Dental Retirement Strategies, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.