$6.8M Total AUM
$6.6M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-17-2021
- Office Locations
- 1
Office Locations
1315 14th AVE Longview WA
About Retirement Strategies
Retirement Strategies provides investment management and strategic, tax-aware wealth planning for retail clients, emphasizing early retirement planning, personalized investment strategy and diversification, and estate planning coordination with clients’ attorneys. Portfolios lean on ETFs and equities and are custodied primarily at Charles Schwab.
Team overview
-- AVG AGE
$6.8M AVG AUM / ADVISOR
$116.4K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
D
DAMON DAVID GEORGE
Advisor, Chief Compliance Officer, Owner
- CRD
- #4075574
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,562,134 | -- |
| Non-Discretionary | $190,817 | -- |
| Total | $6,752,951 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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