Retireful LLC

Retireful LLC (CRD# 313126) is a financial advisory firm headquartered in Lansing, MI. They manage $244,502,091 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

120 N, Washington Suite 300, Lansing, MI 48933

https://mohrfunds.com/

By the Numbers

Total Assets Under Management

245

MILLION
Total Number of Accounts

6

ACCOUNTS
Average Account Value

$40,750,349

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Other

Advisory Services Offered

Portfolio management for investment companies (as well as "business development companies")
Pension consulting services
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Retireful LLC

Showing 1 - 2 of 2 top financial advisors.

Daniel H. Mohr

CRD#: 4830863

120 N, Washington Suite 300, Lansing, MI 48933

Daniel Mohr (CRD# 4830863) is an Investment Advisor Representative working at Retireful LLC in Lansing, MI and has over 15 years of experience in the finance industry.

Sonya S. Lincolnhol

CRD#: 7080414

Grand Rapids, MI

Sonya Lincolnhol (CRD# 7080414) is an Investment Advisor Representative working at Retireful LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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