Retirement Planning Group LLC Has $9.41 Million Holdings

Nov 30, 2024 · Retirement Planning Group LLC grew its holdings in Microsoft Co. (NASDAQ:MSFT - Free Report) by 19.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,871 …

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Retirement Planning Group LLC Has $9.41 Million Holdings

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Retirement Planning Group LLC Has $9.41 Million Stock Holdings …

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Nov 30, 2024 · Retirement Planning Group LLC boosted its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 19.3% in the third quarter, HoldingsChannel reports. The …

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RETIREMENT PLANNING GROUP, LLC Top 13F Holdings

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Retirement Planning Group is a large advisory firm with 2880 clients and discretionary assets under management (AUM) of $2,602,940,189 (Form ADV from 2024-10-25). Their last …

whalewisdom.com

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Microsoft Co. (NASDAQ:MSFT) Stake Increased By Retirement …

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Nov 30, 2024 · Retirement Planning Group LLC grew its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 19.3% in the third quarter, according to its most recent …

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Retirement Planning Group, LLC Q3 2024 13F Top Portfolio Holdings

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Retirement Planning Group, LLC reported 264 holdings with total value $1.84 B as of Q3 2024. Top holdings included VIG, DIVO, SPGP, SCHB, and GSLC. Retirement Planning Group, LLC …

13f.info

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$1.84Billion Retirement Planning Group, LLC Q3 2024 13F …

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Retirement Planning Group, LLC reported 264 stock holdings with total value $1.84B as of Q3 2024. Top holdings included VIG, DIVO, SPGP, SCHB, and GSLC. Open main menu ...

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Cetera Holdings Closes Acquisition Of RIA: The Retirement …

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Cetera Holdings Closes Acquisition of RIA: The Retirement Planning Group, LLC: Issued by Cetera. June 6, 2023. $1.4 billion in AUM and 40 employees moving to Cetera. ... announced …

benefitslink.com

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Retirement Planning Group LLC Has $29.04 Million Stock Holdings …

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Dec 2, 2024 · Retirement Planning Group LLC raised its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 22.1% during the third quarter, according to its most recent …

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The Retirement Planning Group Acquires Parrott Wealth …

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Established wealth management firm overseeing nearly $200 million represents fourth acquisition of 2024 for Cetera's employee-based RIA, The Retirement Planning Group. Three employees …

yahoo.com

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The Retirement Planning Group - Products, Competitors, Financials ...

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Retirement Planning Group LLC now owns 11,981 shares of the information services provider’s stock worth $2,182,000 after purchasing an additional 2,092 shares in the last quarter. 40.03% …

cbinsights.com

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The Retirement Planning Group Brings In $185 Million Parrott …

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Sep 30, 2024 · The Retirement Planning Group Brings In $185 Million Parrott Wealth Team By Amit Chowdhry • Sep 30, 2024 Cetera Holdings, the parent company of Cetera Financial …

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FAQs about Retirement Planning Group LLC Has $9.41 Million Holdings Coupon?

Does retirement planning group own Microsoft?

Retirement Planning Group LLC boosted its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 19.3% in the third quarter, HoldingsChannel reports. The firm owned 21,871 shares of the software giant’s stock after buying an additional 3,543 shares during the period. ...

Who owns Parrott wealth management?

SOURCE Cetera Financial Group Cetera Holdings, the parent company of Cetera Financial Group (collectively, Cetera), the premier financial advisor Wealth Hub, announced today that Cetera's employee-based RIA, The Retirement Planning Group (TRPG), has acquired Parrott Wealth Management, LLC. ...

Who owns TRPG/cetera?

Led by William Parrott, CFP ®, the firm manages approximately $185 million in assets under management, as of December 31, 2023, and is based in Austin, TX. Through the acquisition, three full-time professionals will become TRPG/Cetera employees. ...

When was Circle Wealth Management registered with the SEC?

Circle Wealth Management was registered with the SEC in 2007. Managing partner Maria L. Kattan-Chrin founded the firm in 2006, though it didn't register with the SEC until 2007. ...

How much money does RMR Wealth Builders manage?

RMR Wealth Builders, one of the top financial advisors in New Jersey, manages more than $1.6 billion in assets under management (AUM). The firm employs various investment strategies to tailor financial portfolios, including asset allocation, dollar cost averaging, and long/short-term purchases. ...