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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2010
- Office Locations
- 1
Office Locations
About Retirement Lifestyles Advisory Group
Retirement Lifestyles Advisory Group is a California state-registered RIA in Redding led by founder Patrick McNally (planning since 1999). The firm focuses on pre-retirees and retirees, providing retirement wealth management across IRA and Social Security decisions, tax and Medicare planning, long-term care, legacy/trust planning, and cyber-safety guidance. Portfolios are primarily ETF-based. McNally also hosts the long-running “Retirement Lifestyles” radio show.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Maggie Anne McNally
--
- CRD
- --
- Ownership
- 50% but less than 75%
PATRICK DANIEL MCNALLY
Founder
- CRD
- #5167829
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $68,308,592 | -- |
| Total | $68,308,592 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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