Investment adviser · CRD 148892
CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
Investment adviser filing (IA)
FORT MYERS, FL, United States · Form ADV filed Mar 12, 2021
- Regulatory AUM
- $478M Form ADV · Item 5.F
- Client accounts
- 101 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 101 | $478,000,000 | 100.0% |
Filing source
Form ADV 1508950 · Mar 12, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2021. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets
Principal office
12140 CARISSA COMMERCE COURT, SUITE 104FORT MYERS, FL, 33966, United States
CRD 148892
Filing source
Form ADV 1508950 · Mar 12, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.