← Back to searchVisit website
PREPARED RETIREMENT INSTITUTE LLC
CRD 309663 · SEC 801-122432
105 MONTGOMERY AVE., SUITE 1053, MONTGOMERYVILLE, PA, 18936, United States
Phone
215-997-5700
Fax
215-997-3169
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$307.6M
Discretionary AUM
$307.6M
Team
11 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $94.0M |
| High net worth individuals | 81 | $199.8M |
| Pension/profit sharing plans | 1 | $8.7M |
| Corporations/business entities | 1 | $3.5M |
States served
MD, NJ, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD