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Retireful LLC

● SEC registered since 2021CRD 313126SEC# 801-122216
Export (members)
Reg. AUM
$186.7M
Employees
2
Accounts
6
Location

Retireful LLC assets under management

Retireful LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $186.7 million in regulatory assets under management and employs 2 people.

Retireful LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel Harris Mohr ControlChief Executive Officer/Chief Investment OfficerOver 75%2021
Mark Joseph Deangelis ControlChief Compliance OfficerUnder 5%2021
Sonya Sue Lincolnhol ControlChief Operating Officer & Vp Of InvestmentsUnder 5%2023

Frequently asked questions

How much does Retireful LLC manage?

Retireful LLC reports $186.7 million in regulatory assets under management on its Form ADV.

How many employees does Retireful LLC have?

Retireful LLC reports 2 employees.

Does Retireful LLC disclose fund performance?

Retireful LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone866-464-6608
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1919176
Discloses disciplinary historyNo

Assets under management

Discretionary$147.7M
Non-discretionary$39M
Total (RAUM)$186.7M