Retireful LLC

RIASEC Registered
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 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

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
  • Sonya Lincolnhol

    Investment Advisor RepresentativeCRD 7080414

  • Mark Deangelis

    Mark Deangelis

    Senior Compliance ConsultantCRD 2827088

  • Daniel Mohr

    Daniel Mohr

    OwnerCRD 4830863

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$65.4M in ETFs

Passive

93%

$61.1M

Active

5%

$4.3M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$6.6M8,59610.03%

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