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Building 2PREPARED RETIREMENT INSTITUTE LLC

Map pinMONTGOMERYVILLE, PA
Phone215-997-5700
NotebookSEC #801-122432
Total AUM
$307.6M
Employees
11
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 MONTGOMERY AVE.
SUITE 1053
MONTGOMERYVILLE
PA 18936
United States
Operating Hours
9:00AM-5PM
Monday - Friday
Phone
215-997-5700

ReceiptFinancials

Total AUM
$307.6M
Accounts
818
Discretionary
$307.6M
Accounts
818
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
171
AUM
$94M
HNW Individual Clients
81
AUM
$199.8M
Pension/Profit Sharing Plan Clients
1
AUM
$8.7M
Corporation or Business Clients
1
AUM
$3.5M
Other Clients
5
AUM
$1.5M
Description of Other Clients
SIMPLE IRA PLAN, PRIS 401K PLAN, IRREVOCABLE TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNJPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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