Investment adviser · CRD 309663
PREPARED RETIREMENT INSTITUTE LLC
Investment adviser filing (IA)
MONTGOMERYVILLE, PA, United States · Form ADV filed May 1, 2026
- Regulatory AUM
- $308M Form ADV · Item 5.F
- Client accounts
- 818 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| High-net-worth individuals | 81 | $199,791,735 | 65.0% |
| Individuals | 171 | $94,043,851 | 30.6% |
| Retirement plans | Fewer than 5 | $8,702,907 | 2.8% |
| Corporations & businesses | Fewer than 5 | $3,493,620 | 1.1% |
| Other clients | 5 | $1,522,158 | 0.5% |
Filing source
Form ADV 2090842 · May 1, 2026 · 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: May 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
105 MONTGOMERY AVE., SUITE 1053MONTGOMERYVILLE, PA, 18936, United States
CRD 309663
Filing source
Form ADV 2090842 · May 1, 2026 · 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.