1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RETIREFUL LLC

Map pin
Phone517-512-9686
NotebookSEC #801-122013
Total AUM
$834.2M
Employees
1
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
517-512-9686

ReceiptFinancials

Total AUM
$834.2M
Accounts
13
Discretionary
$834.2M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Investment Company Clients
3
AUM
$0
Pooled Vehicle Clients
9
AUM
$16.9M
Investment Advisor Clients
1
AUM
$817.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementOther ServicesPension Consulting
Other Services
MODEL PORTFOLIO SOFTWARE LICENSING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
MITX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account