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IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

Advisory

WATERFORD, CT

Data as of Apr 6, 2026 · Source: SEC Form ADV

Rank in CT
#1,287
of 1,312 advisers by AUM
Average account
$89K
across 12 accounts
AUM per adviser
$1M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM
$1M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

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$1M
-66.7% 1Y
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REYNOLDS CAPITAL LLC
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$1M
0.0% 1Y
SEVA FUNDS, LLC
$1M
SYENA CAPITAL MANAGEMENT, LLC
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$1M
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GLOBAL HILL WEALTH ADVISORS LLC
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