RETURN ADVISORS INC

· CRD 310430 · IAPD ↗ · 917-495-5376

$49.0MRegulatory AUM

1Advisory reps

1Employees

0Clients

0Planning clients

0Private funds

1States

0Disclosures

wealthSegment

ApprovedSEC status

Filing changes

September 2024 — RETURN ADVISORS INC (location n/a) left the SEC roster (was $49.0M RAUM, 1 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.