RIA Intel›Advisers›Idaho›PREFERRED RETIREMENT OPTIONS, INC

PREFERRED RETIREMENT OPTIONS, INC

Advisory

AMMON, ID

Data as of Jan 23, 2026 · Source: SEC Form ADV

Total AUM

$0

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$0

Discretionary AUM$0

Non-Discretionary AUM$0

Discretionary %—

Total Clients480

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, ID, NV, TX, UT, WY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

480 clients

The full client-type breakdown and the share of AUM each category represents.

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