Active
RETIREMENT FINANCIAL GROUP, LLC
Investment Advice|BEAUMONT, TX
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Assets Under Management
$153.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 150.9M |
| Non-Discretionary | 2.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 322692 |
| SEC Number | 801-126392 |
| Street Address | 1090 LONGFELLOW DR. |
| Location | BEAUMONT, TX 77706 |
| Country | United States |
| Phone | 409-908-4160 |
| Total Employees | 3 |
Client Count by Type (388 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 336 |
| High Net Worth Individual… | 51 |
| Corporations/Businesses | 1 |
Community Partners
CITY OF BEAUMONT
CITY OF BEVIL OAKS
CITY OF CHINA
CITY OF GROVES
CITY OF NEDERLAND
CITY OF NOME
CITY OF PORT ARTHUR
CITY OF PORT NECHES
CITY OF TAYLOR LANDING
COUNTY OF JEFFERSON
CITY OF BEAUMONT
CITY OF BEVIL OAKS
CITY OF CHINA
CITY OF GROVES
CITY OF NEDERLAND
CITY OF NOME
CITY OF PORT ARTHUR
CITY OF PORT NECHES
CITY OF TAYLOR LANDING
COUNTY OF JEFFERSON
CITY OF BEAUMONT
CITY OF BEVIL OAKS
CITY OF CHINA
CITY OF GROVES
CITY OF NEDERLAND
CITY OF NOME
CITY OF PORT ARTHUR
CITY OF PORT NECHES
CITY OF TAYLOR LANDING
COUNTY OF JEFFERSON
Municipal Government
10 Active
10
Organizations
BEAUMONT CITY HOUSING AUTHORITY
CARDINAL MEADOWS IMPROVEMENT DISTRICT
COASTAL SOIL AND WATER CONSERVATION DISTRICT 432
HOUSING AUTHORITY OF CITY OF BEAUMON
JEFFERSON COUNTY DRAINAGE DISTRICT 3
JEFFERSON COUNTY DRAINAGE DISTRICT 6
JEFFERSON COUNTY DRAINAGE DISTRICT 7
JEFFERSON COUNTY EMERGENCY SERVICES DISTRICT 1
JEFFERSON COUNTY EMERGENCY SERVICES DISTRICT 3
JEFFERSON COUNTY EMERGENCY SERVICES DISTRICT 4
JEFFERSON COUNTY NAVIGATION DISTRICT
JEFFERSON COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 10
JEFFERSON NURSING & REHABILITATION CENTER
LOWER NECHES VALLEY AUTHORITY
MEEKER MUNICIPAL WATER DISTRICT
NORTHWEST FOREST MUD
PORT ARTHUR CITY HOUSING AUTHORITY
PORT OF BEAUMONT NAVIGATION DISTRICT
PORT OF PORT ARTHUR NAVIGATION DISTRICT
SABINE-NECHES NAVIGATION DISTRICT OF JEFFERSON COUNTY
BEAUMONT CITY HOUSING AUTHORITY
CARDINAL MEADOWS IMPROVEMENT DISTRICT
COASTAL SOIL AND WATER CONSERVATION DISTRICT 432
HOUSING AUTHORITY OF CITY OF BEAUMON
JEFFERSON COUNTY DRAINAGE DISTRICT 3
JEFFERSON COUNTY DRAINAGE DISTRICT 6
JEFFERSON COUNTY DRAINAGE DISTRICT 7
JEFFERSON COUNTY EMERGENCY SERVICES DISTRICT 1
JEFFERSON COUNTY EMERGENCY SERVICES DISTRICT 3
JEFFERSON COUNTY EMERGENCY SERVICES DISTRICT 4
JEFFERSON COUNTY NAVIGATION DISTRICT
JEFFERSON COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 10
JEFFERSON NURSING & REHABILITATION CENTER
LOWER NECHES VALLEY AUTHORITY
MEEKER MUNICIPAL WATER DISTRICT
NORTHWEST FOREST MUD
PORT ARTHUR CITY HOUSING AUTHORITY
PORT OF BEAUMONT NAVIGATION DISTRICT
PORT OF PORT ARTHUR NAVIGATION DISTRICT
SABINE-NECHES NAVIGATION DISTRICT OF JEFFERSON COUNTY
BEAUMONT CITY HOUSING AUTHORITY
CARDINAL MEADOWS IMPROVEMENT DISTRICT
COASTAL SOIL AND WATER CONSERVATION DISTRICT 432
HOUSING AUTHORITY OF CITY OF BEAUMON
JEFFERSON COUNTY DRAINAGE DISTRICT 3
JEFFERSON COUNTY DRAINAGE DISTRICT 6
JEFFERSON COUNTY DRAINAGE DISTRICT 7
JEFFERSON COUNTY EMERGENCY SERVICES DISTRICT 1
JEFFERSON COUNTY EMERGENCY SERVICES DISTRICT 3
JEFFERSON COUNTY EMERGENCY SERVICES DISTRICT 4
JEFFERSON COUNTY NAVIGATION DISTRICT
JEFFERSON COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 10
JEFFERSON NURSING & REHABILITATION CENTER
LOWER NECHES VALLEY AUTHORITY
MEEKER MUNICIPAL WATER DISTRICT
NORTHWEST FOREST MUD
PORT ARTHUR CITY HOUSING AUTHORITY
PORT OF BEAUMONT NAVIGATION DISTRICT
PORT OF PORT ARTHUR NAVIGATION DISTRICT
SABINE-NECHES NAVIGATION DISTRICT OF JEFFERSON COUNTY
Special District
25 Active
25
Organizations
BEAUMONT IND SCH DISTRICT 910
COMPREHENSIVE QUALITY CONNECTIONS ALM FOUNDATION
HAMSHIRE FANNETT IND SCH DISTRICT 914
NEDERLAND IND SCH DIST 905
PORT ARTHUR IND SCH DIST 907
PORT NECHES IND SCH DIST 908
SABINE PASS IND SCH DIST 913
BEAUMONT IND SCH DISTRICT 910
COMPREHENSIVE QUALITY CONNECTIONS ALM FOUNDATION
HAMSHIRE FANNETT IND SCH DISTRICT 914
NEDERLAND IND SCH DIST 905
PORT ARTHUR IND SCH DIST 907
PORT NECHES IND SCH DIST 908
SABINE PASS IND SCH DIST 913
BEAUMONT IND SCH DISTRICT 910
COMPREHENSIVE QUALITY CONNECTIONS ALM FOUNDATION
HAMSHIRE FANNETT IND SCH DISTRICT 914
NEDERLAND IND SCH DIST 905
PORT ARTHUR IND SCH DIST 907
PORT NECHES IND SCH DIST 908
SABINE PASS IND SCH DIST 913
School District
7 Active
7
Organizations
100 BLACK MEN OF GREATER BEAUMONT INC
100 PLUS BLACK WOMEN COALITION OF BEAUMONT
3 OAKS VETERANS HOUSING FOUNDATION INC
3P REVIVED INC
409 SWIM
4-H CLUBS & AFFILIATED 4 H ORGAN
501 PROCTER STREET INC
AA MORNYA FOUNDATION
ABILITY CENTRAL WORKS
ABLE FASTENER INC
A BUNCH OF RAGAMUFFINS
A CHANCE FOR A NEW BEGINNING
A CHILDS HELPING HAND INC
ACT 1 SCENE 1 THEATRE COMPANY
ADOPT A MOM
AFRICAN AMERICAN CULTURAL SOCIETY
AFRICAN VIOLET SOCIETY OF SOUTH BAY
AGAPE WAY FOUNDATION
A HEART FOR PURPOSE
A HIGHER PLACE INC
100 BLACK MEN OF GREATER BEAUMONT INC
100 PLUS BLACK WOMEN COALITION OF BEAUMONT
3 OAKS VETERANS HOUSING FOUNDATION INC
3P REVIVED INC
409 SWIM
4-H CLUBS & AFFILIATED 4 H ORGAN
501 PROCTER STREET INC
AA MORNYA FOUNDATION
ABILITY CENTRAL WORKS
ABLE FASTENER INC
A BUNCH OF RAGAMUFFINS
A CHANCE FOR A NEW BEGINNING
A CHILDS HELPING HAND INC
ACT 1 SCENE 1 THEATRE COMPANY
ADOPT A MOM
AFRICAN AMERICAN CULTURAL SOCIETY
AFRICAN VIOLET SOCIETY OF SOUTH BAY
AGAPE WAY FOUNDATION
A HEART FOR PURPOSE
A HIGHER PLACE INC
100 BLACK MEN OF GREATER BEAUMONT INC
100 PLUS BLACK WOMEN COALITION OF BEAUMONT
3 OAKS VETERANS HOUSING FOUNDATION INC
3P REVIVED INC
409 SWIM
4-H CLUBS & AFFILIATED 4 H ORGAN
501 PROCTER STREET INC
AA MORNYA FOUNDATION
ABILITY CENTRAL WORKS
ABLE FASTENER INC
A BUNCH OF RAGAMUFFINS
A CHANCE FOR A NEW BEGINNING
A CHILDS HELPING HAND INC
ACT 1 SCENE 1 THEATRE COMPANY
ADOPT A MOM
AFRICAN AMERICAN CULTURAL SOCIETY
AFRICAN VIOLET SOCIETY OF SOUTH BAY
AGAPE WAY FOUNDATION
A HEART FOR PURPOSE
A HIGHER PLACE INC
Nonprofit Organization
1365 Active
1365
Organizations
Community Partners92 organizations
CITY OF BEAUMONT
Municipal Government·BEAUMONT
CITY OF BEVIL OAKS
Municipal Government·BEAUMONT
CITY OF NOME
Municipal Government·NOME
CITY OF PORT ARTHUR
Municipal Government·PORT ARTHUR
CITY OF TAYLOR LANDING
Municipal Government·BEAUMONT
COUNTY OF JEFFERSON
Municipal Government·HAMSHIRE
CARDINAL MEADOWS IMPROVEMENT DISTRICT
Special District·BEAUMONT
COASTAL SOIL AND WATER CONSERVATION DISTRICT 432
Special District·BEAUMONT
HOUSING AUTHORITY OF CITY OF BEAUMON
Special District·BEAUMONT
JEFFERSON COUNTY DRAINAGE DISTRICT 3
Special District·HAMSHIRE
JEFFERSON COUNTY DRAINAGE DISTRICT 6
Special District·BEAUMONT
JEFFERSON COUNTY DRAINAGE DISTRICT 7
Special District·PORT ARTHUR
JEFFERSON COUNTY EMERGENCY SERVICES DISTRICT 1
Special District·BEAUMONT
JEFFERSON COUNTY NAVIGATION DISTRICT
Special District·NEDERLAND
JEFFERSON COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT 10
Special District·NEDERLAND
JEFFERSON NURSING & REHABILITATION CENTER
Special District·BEAUMONT
MEEKER MUNICIPAL WATER DISTRICT
Special District·BEAUMONT
NORTHWEST FOREST MUD
Special District·BEAUMONT
PORT ARTHUR CITY HOUSING AUTHORITY
Special District·PORT ARTHUR
SABINE PASS PORT AUTHORITY
Special District·SABINE PASS
SOUTH EAST TEXAS REGIONAL PLANNING COMMISSION
Special District·BEAUMONT
WEST JEFFERSON COUNTY MWD
Special District·BEAUMONT
COMPREHENSIVE QUALITY CONNECTIONS ALM FOUNDATION
School District·BEAUMONT
100 BLACK MEN OF GREATER BEAUMONT INC
Nonprofit Organization·Beaumont
100 PLUS BLACK WOMEN COALITION OF BEAUMONT
Nonprofit Organization·Beaumont
3 OAKS VETERANS HOUSING FOUNDATION INC
Nonprofit Organization·GROVES
3P REVIVED INC
Nonprofit Organization·Beaumont
409 SWIM
Nonprofit Organization·BEAUMONT
4-H CLUBS & AFFILIATED 4 H ORGAN
Nonprofit Organization·Beaumont
501 PROCTER STREET INC
Nonprofit Organization·PORT ARTHUR
AA MORNYA FOUNDATION
Nonprofit Organization·Beaumont
ABILITY CENTRAL WORKS
Nonprofit Organization·BEAUMONT
ABLE FASTENER INC
Nonprofit Organization·BEAUMONT
A BUNCH OF RAGAMUFFINS
Nonprofit Organization·Beaumont
A CHANCE FOR A NEW BEGINNING
Nonprofit Organization·Beaumont
A CHILDS HELPING HAND INC
Nonprofit Organization·Beaumont
ACT 1 SCENE 1 THEATRE COMPANY
Nonprofit Organization·Port Arthur
ADOPT A MOM
Nonprofit Organization·Beaumont
AFRICAN AMERICAN CULTURAL SOCIETY
Nonprofit Organization·Port Arthur
AFRICAN VIOLET SOCIETY OF SOUTH BAY
Nonprofit Organization·Beaumont
AGAPE WAY FOUNDATION
Nonprofit Organization·Beaumont
A HEART FOR PURPOSE
Nonprofit Organization·beaumont
A HIGHER PLACE INC
Nonprofit Organization·Beaumont
A HOOD REPRESENTATIVE AND COMMUNITY EDUCATION MOVEMENT
Nonprofit Organization·Beaumont
AIMED DANCE
Nonprofit Organization·Beaumont
AKOUNOUKA INC
Nonprofit Organization·Nederland
AL-ANON INFORMATION SERVICE
Nonprofit Organization·Beaumont
ALBERT MCKAY CHARITABLE TRUST
Nonprofit Organization·BEAUMONT
ALL GODS BLESSINGS FOUNDATION
Nonprofit Organization·BEAUMONT
ALLIANCE FOR MISSING & ABUSED CHILDREN
Nonprofit Organization·Beaumont
ALL THINGS COMMON MINISTRY
Nonprofit Organization·Beaumont
ALL TOGETHER MINISTRIES INC
Nonprofit Organization·BEAUMONT
ALPHA CHI OMEGA FRATERNITY INC
Nonprofit Organization·Beaumont
ALPHA CHI OMEGA FRATERNITY INC
Nonprofit Organization·Beaumont
ALPHA LAMBDA DELTA
Nonprofit Organization·Beaumont
ALPHA OMEGA CHARITABLE FOUNDATION
Nonprofit Organization·NEDERLAND
ALPHA OMEGA EPSILON
Nonprofit Organization·Beaumont
ALPHA PI MU ASSOCIATION
Nonprofit Organization·Beaumont
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Beaumont
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Beaumont
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Beaumont
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·BEAUMONT
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·BEAUMONT
AMELIA COALITION OF RESPONSIBLE NEIGHBORS
Nonprofit Organization·Beaumont
AMERA PRODUCTS INC
Nonprofit Organization·BEAUMONT
AMERASIAN FELLOWSHIP ASSOCIATION IN HOUSTON
Nonprofit Organization·Port Arthur
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN AAUW ORANGE TEXAS BRANCH
Nonprofit Organization·Nederland
AMERICAN BUSINESS WOMEN ASSOCIATION
Nonprofit Organization·Beaumont
AMERICAN CHEMICAL SOCIETY
Nonprofit Organization·Beaumont
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Nederland
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Nederland
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Port Arthur
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Beaumont