$186.4M Total AUM
$0 Disc. AUM
8.1% 3Y CAGR
3 Employees
69 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-31-2008
- Office Locations
- 1
Office Locations
17250 Dallas Parkway Dallas TX
About Retirement Advisors, LLC
Retirement Advisors, LLC is an SEC-registered, fee-only fiduciary RIA in Dallas led by founder/CEO Michael Perry. The firm provides independent consulting for employer retirement plans and individuals, including comprehensive retirement planning, retirement income strategy, and investment and risk management. It does not earn commissions or referral fees.
Team overview
65 AVG AGE
$62.1M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL CHARLES PERRY SR
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3097960
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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S
Samuel James Perry
President
- CRD
- #7969530
Available
Available
Available
M
Michael Charles Perry JR
Investment Advisor
- CRD
- #7059818
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $186,410,830 | $1,649,653 |
| Total | $186,410,830 | $1,649,653 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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