CRD: 152870
THE Retirement Planners, USA, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pacific Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-03-2010
- Office Locations
- 1
Office Locations
About THE Retirement Planners, USA, LLC
The Retirement Planners, USA is a Pensacola, FL-based fiduciary advisory firm helping individuals and families build goal-based retirement strategies. The team uses data-driven, diversified investment approaches alongside financial planning, estate planning, and insurance planning to prepare for market and life events; Charles Schwab & Co. is a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Esmeralda Margarita Steele
Managing Member
- CRD
- #6736365
- Ownership
- 75% or more
Danny Gene Steele
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #1519534
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,252,840 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,252,840 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing