AUMdb

Catrs Teachers Retirement Services Llc

State-registered Insurance-Affiliated CRD 298801 · · www.CAtrsTeachers.com
☆ Save with Pro ADV data as of Feb 25, 2026
Regulatory AUM
Discretionary
Clients
5
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 5 $0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Thomas Allen Podgorski Registered representative Sep 2025 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/25/2026 985 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Fixed fees
  • Commissions

Services

  • Financial planning services
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.

View current Form ADV (SEC/IAPD) ↗