RETIREFUL LLC

120 N, Washington Suite 300
Lansing, Michigan 48933
Tel: 866-464-6608

About RETIREFUL LLC

RETIREFUL LLC, formally registered with the SEC as RETIREFUL LLC. The firm was established in 07/29/2021. They have over 3 offices throughout the country.

RETIREFUL LLC is a Lansing, Michigan based Financial Planning firm with nearly $244,502,091 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313126
SEC#	801-122216
Assets Managed by Firm	$244,502,091
No. of Clients	6
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES, LICENSING FEES)

Advisory Services Provided

Portfolio management for investment companies
Pesnsion consulting services
Other (MODEL PORTFOLIO SOFTWARE LICENSING)

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$244,502,091

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