Investment adviser · CRD 156868

SAVING2RETIRE, LLC

Investment adviser filing (IA)

· Form ADV filed Aug 15, 2016

Regulatory AUM
$4.3M
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Aug 15, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 156868

Filing source

Form ADV 1030060 · Aug 15, 2016 · 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.