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PREPARED RETIREMENT INSTITUTE LLC
CRD 309663File 801-122432
APPROVED
Retail clients
Custody
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$307.6M
Below cohort median (national)
Discretionary AUM
$307.6M
Clients
254
818 accounts
Employees
11
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 30, 2021
- Principal office
- 105 MONTGOMERY AVE., SUITE 1053, MONTGOMERYVILLE, PA, 18936
- Phone
- 215-997-5700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $307.6M
- Discretionary AUM
- $307.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 818
- Non-discretionary accounts
- 0
- Total accounts
- 818
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.5M |
| High net worth individuals | 81 | $199.8M |
| Pension and profit sharing plans | Fewer than 5 | $8.7M |
| Individuals (other than high net worth individuals) | 171 | $94.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 259 | 254 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.