Retireful LLC

RIASEC RegisteredEst. 2021
Total AUM
$228M
Discretionary
$83.8M
37% of AUM
Avg account
$28.4M
Accounts
8
Employees
2
Advisory reps
3

Firm details

Headquarters
,
CRD number
313126
Registered since
July 29, 2021
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Investment Companies98.18%
  • Pooled Investment Vehicles1.82%
Services
Portfolio Management for Investment CompaniesPension Consulting

Firm profile

FINTRX

Overview

Retireful LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered in 2021. The firm serves institutional clients and is owned by an individual principal. Its advisory work includes portfolio management for investment companies and pension consulting services. Fee arrangements are varied and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is identified as an active ESG investor, and its snapshot notes that it is not a capital allocator. Public filings and the firm’s stated activities suggest a mix of traditional public-market management alongside allocations to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Daniel Mohr

    Daniel Mohr

    OwnerCRD 4830863

  • Sonya Lincolnhol

    Investment Advisor RepresentativeCRD 7080414

  • Mark Deangelis

    Mark Deangelis

    Senior Compliance ConsultantCRD 2827088

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 54

Active vs passive

$73.6M in ETFs

Passive

93%

$68.5M

Active

6%

$5.1M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$9.8M46,08613.33%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth