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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Daniel Mohr
OwnerCRD 4830863
Sonya Lincolnhol
Investment Advisor RepresentativeCRD 7080414

Mark Deangelis
Senior Compliance ConsultantCRD 2827088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$73.6M in ETFs
93%
$68.5M
6%
$5.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $9.8M | 46,086 | 13.33% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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