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Daniel Harris Mohr

RETIREFUL LLC·LANSING, Michigan
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120 N, WASHINGTON SUITE 300, LANSING, MI 48933CRD# 4830863Firm CRD# 313126
01

About

Daniel Harris Mohr is a registered financial advisor based in LANSING, Michigan, affiliated with RETIREFUL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
RETIREFUL LLC
RETIREFUL LLC
AUM
$245M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RETIREFUL LLC →
Services
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES, LICENSING FEES
Regulatory
SEC/IARD CRD# 4830863
Firm CRD# 313126
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Harris Mohr offer?
Daniel Harris Mohr specializes in Investment Management. Contact their office in LANSING, Michigan for a consultation.
What are Daniel Harris Mohr's credentials?
Daniel Harris Mohr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Harris Mohr located?
Daniel Harris Mohr is based in LANSING, Michigan, working with RETIREFUL LLC. Their office serves clients in the LANSING metropolitan area and surrounding communities.
How does Daniel Harris Mohr charge for services?
Daniel Harris Mohr's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees, licensing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREFUL LLC?
RETIREFUL LLC has approximately 3 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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