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NFP RETIREMENT INC.
Tel: 949.460.9898
120 Vantis Suite 400
Aliso Viejo, California 92656
NFP RETIREMENT INC.
NFP RETIREMENT INC. is a Aliso Viejo, California based financial advisory firm with nearly $96,454,495,427 in assets under management and provides investment advisory services for 5514 clients. There are currently 219 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Other (RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
121254
SEC#:
801-66107
No. of Clients:
5514
Assets under Management
$96,454,495,427
No. of Advisors:
219
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