| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew John Dziedzic Control | Managing Member/Chief Compliance Officer | Over 75% | 2020 |
Prepared Retirement Institute LLC reports $301 million in regulatory assets under management on its Form ADV.
Prepared Retirement Institute LLC reports 9 employees.
Prepared Retirement Institute LLC is based in Lansdale, PA and has been SEC-registered since 2021.
Prepared Retirement Institute LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 105 Montgomery Ave., Suite 1053, Lansdale, PA 19446 |
| Phone | 215-997-5700 |
| Fax | 215-997-3169 |
| Office hours | 9:00a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $301M |
| Non-discretionary | $0 |
| Total (RAUM) | $301M |