Retirement Wealth Group, Inc
Firm details
- Headquarters
- Redlands, California
- CRD number
- 149878
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Retirement Wealth Group, Inc. is organized as a corporation under individual ownership and operates as a registered representative of a broker-dealer while offering financial planning services. The firm charges clients on an hourly or fixed-fee basis rather than operating primarily as a discretionary asset manager. FINTRX notes the firm is not an active ESG investor, is not designated as a capital allocator, and is not identified as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Redlands, CA
San Bernardino
Location
Redlands, CA
Headquartered in Redlands, CA, anchoring the Riverside-San Bernardino-Ontario, CA metro in the West.
- Metro area
- Riverside-San Bernardino-Ontario, CA
- Region
- West
- County
- San Bernardino
- Address
- 300 E State St
- Time zone
- PT (UTC-8)
- Office locations
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