Mark
Mccoy

Retirement Fund Management

CRD#2686877
Investment Advisor
in Atlanta, GA

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About this Advisor

Mark Mccoy is a financial advisor working out of Atlanta, Georgia, with 27 years of experience as a financial advisor. Mccoy is an employee of Retirement Fund Management. They have worked at Retirement Fund Management for their complete career. Mccoy has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Georgia. Retirement Fund Management is a registered investment company that has its headquarters in Atlanta, Georgia. The firm has just four employees. It oversees $843 million in assets between its 17 customer accounts, making it one of the bigger firms in the United States by assets under management. Retirement Fund Management has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees for financial advice typically depend on which services the firm provides the client. Fee types charged by Retirement Fund Management may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

27 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Five Concourse Parkway Suite 3000
Atlanta, GA 30328

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Retirement Fund Management Brokerage Details

Total Assets Under Management

$843,378,982

GA Average: $3,570,121,308
Total Number of Employees

4

GA Average: 58
Total Number of Accounts

17

GA Average: 1,608
Average Account Size

$49,610,528

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Mark Mccoy Work History

Mark has 27 years of experience.

1995 - Present (28 years)

Retirement Fund Management

Disclosures

Mark Mccoy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Retirement Fund Management

Mark Mccoy
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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