RIA Intel›Advisers›Pennsylvania›PREPARED RETIREMENT INSTITUTE LLC

PREPARED RETIREMENT INSTITUTE LLC

Advisory

N·LANSDALE, PA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM
$299M
1-Year AUM Growth
+7.1%
3-Year CAGR
+33.8%
Employees
4
Assets Under Management
Total AUM$299M
Discretionary AUM$299M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients258
Team
Total Employees4
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record7
First FilingSep 1, 2021
Latest FilingJan 30, 2026
🔒 Full AUM trend chart and 7 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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