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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-24-2005
- Office Locations
- 1
Office Locations
About Retirement Advisors, Inc.
Retirement Advisors, Inc. is an independent, fee-only advisory firm in Mobile, Alabama that helps clients evaluate their full financial situation, clarify goals, and identify planning gaps. Services include comprehensive financial planning, portfolio construction, and risk management, with asset allocation implemented via mutual funds and ETFs. The firm also supports tax, estate, retirement-plan, and insurance planning; custody includes Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
STEPHEN MICHAEL HAIDT
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1484387
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,876,048 | $401,218 |
| Non-Discretionary | $2,700,727 | $207,748 |
| Total | $159,576,775 | $394,992 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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