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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 $190,864,571 assets under management, offering retirement planning & investment advisory services to 650 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 | $190,864,571 |
| No. of Clients | 650 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 650 | $190,864,571 |
| Individuals (other than high net worth individuals) | 271 | $77,721,285 |
| High net worth individuals | 56 | $113,014,856 |
| Charitable organizations | 1 | $128,430 |
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|---|---|---|---|
| $6,649,219,111,273 | 208 | 675 | |
| $856,992,911,981 | 330 | 586 | |
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| $299,191,714,649 | 634470 | 2124 |
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