Overview
Assets Under Management: $301 million
Headquarters: LANSDALE, PA
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
PREPARED RETIREMENT INSTITUTE LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309663), PREPARED RETIREMENT INSTITUTE LLC is subject to fiduciary duty under federal law.
PREPARED RETIREMENT INSTITUTE LLC is headquartered in LANSDALE, PA.
PREPARED RETIREMENT INSTITUTE LLC serves 95 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, PREPARED RETIREMENT INSTITUTE LLC offers financial planning and portfolio management for individuals. View all service details ↓
PREPARED RETIREMENT INSTITUTE LLC manages $301 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, PREPARED RETIREMENT INSTITUTE LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 958
Discretionary Accounts: 958
Regulatory Filings
CRD Number: 309663
Filing ID: 1961113
Last Filing Date: 2025-03-27 14:12:00
Website: https://pri-llc.com