Retirement Advisors Of America Inc is a large advisory firm based in Dallas. It manages $1.01 billion of regulatory assets for 2,038 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 39 other states.
Retirement Advisors Of America provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Retirement Advisors Of America Inc is $1.01 billion. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Retirement Advisors Of America Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Dunham Birch has been acting as President since 1 Dec 1991. Sharon H Watson joined the executive team most recently as the Senior Vice President.
The principal office where Retirement Advisors Of America Inc performs its advisory services is located at 13155 Noel Road, Suite 1800, Dallas, TX 75240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-233-3367 or by fax 972-233-3188. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.raa.com.