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RETIREFUL LLC

CRD 313126 · SEC 801-122216

Visit website

MI, United States

Phone

866-464-6608

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$227.6M

Discretionary AUM

$83.8M

Team

2 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES, LICENSING FEES

Org form

Limited Liability Company

Filing date

2026-01-25

Disciplinary history

No

Services

Portfolio management (investment companies)Pension consultingMODEL PORTFOLIO SOFTWARE LICENSING

Client types

TypeClientsAUM
Investment companies7$223.4M
Pooled investment vehicles1$4.2M

States served

MI

All web addresses on file

Official SEC filing: View on IAPD