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Home > Retirement Planners > pennsylvania > lansdale > PREPARED RETIREMENT INSTITUTE LLC
PREPARED RETIREMENT INSTITUTE LLC
105 Montgomery Ave.
Suite 1053
Lansdale, Pennsylvania 19446
Tel: 215-997-5700
About PREPARED RETIREMENT INSTITUTE LLC
PREPARED RETIREMENT INSTITUTE LLC, formally registered with the SEC as PREPARED RETIREMENT INSTITUTE LLC. The firm was established in 09/30/2021. They have over 1 offices throughout the country.
PREPARED RETIREMENT INSTITUTE LLC is a Lansdale, Pennsylvania based Financial Planning firm with nearly $280,980,506 assets under management, offering retirement planning & investment advisory services to 351 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309663 |
| SEC# | 801-122432 |
| Assets Managed by Firm | $280,980,506 |
| No. of Clients | 351 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 351 | $280,980,506 |
| Individuals (other than high net worth individuals) | 351 | $105,274,535 |
| High net worth individuals | 80 | $175,501,879 |
| Charitable organizations | 3 | $204,092 |
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