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RETIREFUL LLC
RETIREFUL LLC
LANSING, Michigan
·
2 registered advisors
·
CRD# 313126
SEC# 801-122216
2
866-464-6608
01
Firm Overview
AUM
$245M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES, LICENSING FEES
03
Specialties
Investment Management
04
Advisors at RETIREFUL LLC
2 registered advisors
Daniel Harris Mohr
LANSING, Michigan
CRD# 4830863
Sonya Sue Lincolnhol
LANSING, Michigan
CRD# 7080414
05
Office Locations
LANSING, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. RETIREFUL LLC (CRD# 313126) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.