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Building 2RETIREFUL LLC

Map pin
Phone866-464-6608
NotebookSEC #801-122216
Total AUM
$227.6M
Employees
2
Clients
8

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
BY APPOINTMENT ONLY
Phone
866-464-6608
Other Offices
1

ReceiptFinancials

Total AUM
$227.6M
Accounts
8
Discretionary
$83.8M
Accounts
5
Non-Discretionary
$143.8M
Accounts
3

ContactClients

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Investment Company Clients
7
AUM
$223.4M
Pooled Vehicle Clients
1
AUM
$4.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementOther ServicesPension Consulting
Other Services
MODEL PORTFOLIO SOFTWARE LICENSING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES, LICENSING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

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

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