Retireful LLC
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
FINTRXOverview
Retireful LLC is an institutional registered investment advisor that works primarily with institutional clients. The firm is organized as a limited liability company, is owned by an individual, and has been registered with the SEC since 2021. Its advisory activity focuses on portfolio management for investment companies and pension consulting services. Fee arrangements are flexible and include asset‑based fees, hourly billing, fixed fees and other fee structures. Retireful identifies as an active ESG investor and accesses alternative strategies through third‑party managers rather than acting as a direct capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Sonya Lincolnhol
Investment Advisor RepresentativeCRD 7080414

Mark Deangelis
Senior Compliance ConsultantCRD 2827088

Daniel Mohr
OwnerCRD 4830863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$65.4M in ETFs
93%
$61.1M
5%
$4.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $6.6M | 8,596 | 10.03% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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