PREPARED RETIREMENT INSTITUTE LLC
CRD #309663 SEC #801-122432 LANSDALE, PA 215-997-5700
SEC Registered
Total AUM
$301M
Discretionary
$301M
Employees
9
Clients
251
Accounts
958
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $301M | $301M | $0 | 9 | 0 |
| Mar 2025 | $301M | $301M | $0 | 9 | 0 |
| Mar 2024 | $281M | $281M | $0 | 7 | 0 |
| Jul 2023 | $190.9M | $190.9M | $0 | 7 | 0 |
| Mar 2023 | $190.9M | $190.9M | $0 | 7 | 0 |
| Mar 2022 | $122.6M | $122.6M | $0 | 4 | 0 |
| Feb 2022 | $108M | $108M | $0 | 5 | 0 |
| Sep 2021 | $108M | $108M | $0 | 5 | 0 |
DateOct 2025
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$281M
Discretionary$281M
Non-Disc.$0
Employees7
Clients0
DateJul 2023
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients0