Active
PREPARED RETIREMENT INSTITUTE LLC
Investment Advice|LANSDALE, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$301M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 301.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 309663 |
| SEC Number | 801-122432 |
| Street Address | 105 MONTGOMERY AVE. |
| Street Address 2 | SUITE 1053 |
| Location | LANSDALE, PA 19446 |
| Country | United States |
| Phone | 215-997-5700 |
| Fax | 215-997-3169 |
| Total Employees | 9 |
Client Count by Type (349 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 254 |
| High Net Worth Individual… | 95 |
Community Partners
BOROUGH OF AMBLER
BOROUGH OF BRIDGEPORT
BOROUGH OF BRYN ATHYN
BOROUGH OF COLLEGEVILLE
BOROUGH OF CONSHOHOCKEN
BOROUGH OF EAST GREENVILLE
BOROUGH OF GREEN LANE
BOROUGH OF HATBORO
BOROUGH OF HATFIELD
BOROUGH OF JENKINTOWN
BOROUGH OF LANSDALE
BOROUGH OF NARBERTH
BOROUGH OF NORRISTOWN
BOROUGH OF NORTH WALES
BOROUGH OF PENNSBURG
BOROUGH OF RED HILL
BOROUGH OF ROCKLEDGE
BOROUGH OF ROYERSFORD
BOROUGH OF SCHWENKSVILLE
BOROUGH OF SOUDERTON
BOROUGH OF AMBLER
BOROUGH OF BRIDGEPORT
BOROUGH OF BRYN ATHYN
BOROUGH OF COLLEGEVILLE
BOROUGH OF CONSHOHOCKEN
BOROUGH OF EAST GREENVILLE
BOROUGH OF GREEN LANE
BOROUGH OF HATBORO
BOROUGH OF HATFIELD
BOROUGH OF JENKINTOWN
BOROUGH OF LANSDALE
BOROUGH OF NARBERTH
BOROUGH OF NORRISTOWN
BOROUGH OF NORTH WALES
BOROUGH OF PENNSBURG
BOROUGH OF RED HILL
BOROUGH OF ROCKLEDGE
BOROUGH OF ROYERSFORD
BOROUGH OF SCHWENKSVILLE
BOROUGH OF SOUDERTON
BOROUGH OF AMBLER
BOROUGH OF BRIDGEPORT
BOROUGH OF BRYN ATHYN
BOROUGH OF COLLEGEVILLE
BOROUGH OF CONSHOHOCKEN
BOROUGH OF EAST GREENVILLE
BOROUGH OF GREEN LANE
BOROUGH OF HATBORO
BOROUGH OF HATFIELD
BOROUGH OF JENKINTOWN
BOROUGH OF LANSDALE
BOROUGH OF NARBERTH
BOROUGH OF NORRISTOWN
BOROUGH OF NORTH WALES
BOROUGH OF PENNSBURG
BOROUGH OF RED HILL
BOROUGH OF ROCKLEDGE
BOROUGH OF ROYERSFORD
BOROUGH OF SCHWENKSVILLE
BOROUGH OF SOUDERTON
Municipal Government
70 Active
70
Organizations
ABINGTON TOWNSHIP INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORIT
BERKS MONTGOMERY MUNICIPAL AUTHORITY
BOROUGH OF CONSHOHOCKEN AUTHORITY
CENTRE SQUARE FIRE CO
CITY AVENUE SPECIAL SERVICES DISTRICT
COLLEGEVILLE-TRAPPE MUNICIPAL (SEWER) AUTHORITY
CONSHOHOCKEN BOROUGH (SEWER) AUTHORITY
EAST NORRITON-PLYMOUTH-WHITPAN JOINT SEWER AUTHORITY
FRANCONIA HATFIELD LANSDALE TOWNSHIP INDUSTRIAL DEV AUTHORITIES
FRANCONIA SEWER AUTHORITY
GLADWYNE FIRE CO
GREEN LAND-MARLBOROUGH JOINT (SEWER) AUTHORITY
GREEN LANE-MARLBOROUGH JOINT AUTHORITY
HATFIELD TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
HATFIELD TOWNSHIP MUNICIPAL (SEWER) AUTHORITY
HORSHAM INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORITY
HORSHAM WATER AND SEWER AUTHORITY
LANSDALE BOROUGH INDUSTRIAL DEVELOPMENT AUTHORITY
LANSDALE PARKING AUTHORITY
LIMERICK TOWNSHIP INDUSTRIAL DEVELOPMENT AND COMMERCIAL AUTH
ABINGTON TOWNSHIP INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORIT
BERKS MONTGOMERY MUNICIPAL AUTHORITY
BOROUGH OF CONSHOHOCKEN AUTHORITY
CENTRE SQUARE FIRE CO
CITY AVENUE SPECIAL SERVICES DISTRICT
COLLEGEVILLE-TRAPPE MUNICIPAL (SEWER) AUTHORITY
CONSHOHOCKEN BOROUGH (SEWER) AUTHORITY
EAST NORRITON-PLYMOUTH-WHITPAN JOINT SEWER AUTHORITY
FRANCONIA HATFIELD LANSDALE TOWNSHIP INDUSTRIAL DEV AUTHORITIES
FRANCONIA SEWER AUTHORITY
GLADWYNE FIRE CO
GREEN LAND-MARLBOROUGH JOINT (SEWER) AUTHORITY
GREEN LANE-MARLBOROUGH JOINT AUTHORITY
HATFIELD TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
HATFIELD TOWNSHIP MUNICIPAL (SEWER) AUTHORITY
HORSHAM INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORITY
HORSHAM WATER AND SEWER AUTHORITY
LANSDALE BOROUGH INDUSTRIAL DEVELOPMENT AUTHORITY
LANSDALE PARKING AUTHORITY
LIMERICK TOWNSHIP INDUSTRIAL DEVELOPMENT AND COMMERCIAL AUTH
ABINGTON TOWNSHIP INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORIT
BERKS MONTGOMERY MUNICIPAL AUTHORITY
BOROUGH OF CONSHOHOCKEN AUTHORITY
CENTRE SQUARE FIRE CO
CITY AVENUE SPECIAL SERVICES DISTRICT
COLLEGEVILLE-TRAPPE MUNICIPAL (SEWER) AUTHORITY
CONSHOHOCKEN BOROUGH (SEWER) AUTHORITY
EAST NORRITON-PLYMOUTH-WHITPAN JOINT SEWER AUTHORITY
FRANCONIA HATFIELD LANSDALE TOWNSHIP INDUSTRIAL DEV AUTHORITIES
FRANCONIA SEWER AUTHORITY
GLADWYNE FIRE CO
GREEN LAND-MARLBOROUGH JOINT (SEWER) AUTHORITY
GREEN LANE-MARLBOROUGH JOINT AUTHORITY
HATFIELD TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
HATFIELD TOWNSHIP MUNICIPAL (SEWER) AUTHORITY
HORSHAM INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORITY
HORSHAM WATER AND SEWER AUTHORITY
LANSDALE BOROUGH INDUSTRIAL DEVELOPMENT AUTHORITY
LANSDALE PARKING AUTHORITY
LIMERICK TOWNSHIP INDUSTRIAL DEVELOPMENT AND COMMERCIAL AUTH
Special District
60 Active
60
Organizations
ABINGTON SCH DIST
AGORA CYBER CHARTER SCHOOL
BRYN-ATHYN SCH DIST
CHELTENHAM TWP SCH DIST
COLONIAL SCHOOL DIST
HATBORO-HORSHAM SCH DIST
JENKINTOWN SCH DIST
LOWER MERION SCH DIST
LOWER MORELAND TWP SCHOOL DIST
METHACTON SCH DIST
MONTGOMERY COUNTY COMMUNITY COLLEGE
NORRISTOWN AREA SCH DIST
NORTH MONTCO TECHNICAL CAREER CENTER
NORTH PENN SCH DISTRICT
PERKIOMEN VALLEY SCH DIST
POTTSGROVE SCHOOL DIST
POTTSTOWN SCH DIST
SOUDERTON AREA SCH DIST
SPRINGFIELD TWP SCH DIST
SPRING FORD AREA SCHOOL DIST
ABINGTON SCH DIST
AGORA CYBER CHARTER SCHOOL
BRYN-ATHYN SCH DIST
CHELTENHAM TWP SCH DIST
COLONIAL SCHOOL DIST
HATBORO-HORSHAM SCH DIST
JENKINTOWN SCH DIST
LOWER MERION SCH DIST
LOWER MORELAND TWP SCHOOL DIST
METHACTON SCH DIST
MONTGOMERY COUNTY COMMUNITY COLLEGE
NORRISTOWN AREA SCH DIST
NORTH MONTCO TECHNICAL CAREER CENTER
NORTH PENN SCH DISTRICT
PERKIOMEN VALLEY SCH DIST
POTTSGROVE SCHOOL DIST
POTTSTOWN SCH DIST
SOUDERTON AREA SCH DIST
SPRINGFIELD TWP SCH DIST
SPRING FORD AREA SCHOOL DIST
ABINGTON SCH DIST
AGORA CYBER CHARTER SCHOOL
BRYN-ATHYN SCH DIST
CHELTENHAM TWP SCH DIST
COLONIAL SCHOOL DIST
HATBORO-HORSHAM SCH DIST
JENKINTOWN SCH DIST
LOWER MERION SCH DIST
LOWER MORELAND TWP SCHOOL DIST
METHACTON SCH DIST
MONTGOMERY COUNTY COMMUNITY COLLEGE
NORRISTOWN AREA SCH DIST
NORTH MONTCO TECHNICAL CAREER CENTER
NORTH PENN SCH DISTRICT
PERKIOMEN VALLEY SCH DIST
POTTSGROVE SCHOOL DIST
POTTSTOWN SCH DIST
SOUDERTON AREA SCH DIST
SPRINGFIELD TWP SCH DIST
SPRING FORD AREA SCHOOL DIST
School District
26 Active
26
Organizations
100 FOR COMMUNITY INC
103 ALUMNI ASSOCIATION INC
103RD OFFICERS ASSOCIATION
11 BRAVO MC INC
12th Knight
1ST INFANTRY DIVISION FOUNDATION
2020 HOPE FUND
21st Ward Athletic Association
21ST WARD VETERANS ASSOCIATION
22Q11 2 SOCIETY
2 SIDES EQUAL
309 UNITY CLUBHOUSE INC
30 AMP CIRCUIT
332 PERKIOMEN CHAPTER OF TROUT UNLIMITED
339 MANUMISSIONS AND BEYOND PROJECT
365 FOUNDATION INC
367 PROJECT
3 DOG GARAGE
3G PHILLY
3 HILL CREDIT UNION
100 FOR COMMUNITY INC
103 ALUMNI ASSOCIATION INC
103RD OFFICERS ASSOCIATION
11 BRAVO MC INC
12th Knight
1ST INFANTRY DIVISION FOUNDATION
2020 HOPE FUND
21st Ward Athletic Association
21ST WARD VETERANS ASSOCIATION
22Q11 2 SOCIETY
2 SIDES EQUAL
309 UNITY CLUBHOUSE INC
30 AMP CIRCUIT
332 PERKIOMEN CHAPTER OF TROUT UNLIMITED
339 MANUMISSIONS AND BEYOND PROJECT
365 FOUNDATION INC
367 PROJECT
3 DOG GARAGE
3G PHILLY
3 HILL CREDIT UNION
100 FOR COMMUNITY INC
103 ALUMNI ASSOCIATION INC
103RD OFFICERS ASSOCIATION
11 BRAVO MC INC
12th Knight
1ST INFANTRY DIVISION FOUNDATION
2020 HOPE FUND
21st Ward Athletic Association
21ST WARD VETERANS ASSOCIATION
22Q11 2 SOCIETY
2 SIDES EQUAL
309 UNITY CLUBHOUSE INC
30 AMP CIRCUIT
332 PERKIOMEN CHAPTER OF TROUT UNLIMITED
339 MANUMISSIONS AND BEYOND PROJECT
365 FOUNDATION INC
367 PROJECT
3 DOG GARAGE
3G PHILLY
3 HILL CREDIT UNION
Nonprofit Organization
4497 Active
4497
Organizations
Community Partners176 organizations
BOROUGH OF AMBLER
Municipal Government·AMBLER
BOROUGH OF GREEN LANE
Municipal Government·GREEN LANE
BOROUGH OF HATBORO
Municipal Government·HATBORO
BOROUGH OF JENKINTOWN
Municipal Government·JENKINTOWN
BOROUGH OF LANSDALE
Municipal Government·LANSDALE
BOROUGH OF RED HILL
Municipal Government·RED HILL
BOROUGH OF TRAPPE
Municipal Government·TRAPPE
CITY AVENUE SPECIAL SERVICES DISTRICT OF PHILADELPHIA AND LOWER MERION
Municipal Government·BALA CYNWYD
EAST NORRITON PLYMOUTH WHITPAIN JOINT SE
Municipal Government·PLYMOUTH MEETING
EAST NORRITON TOWNSHIP
Municipal Government·NORRISTOWN
HOUSE OF LILIES RESIDENTIAL PROGRAM LLC
Municipal Government·WYNCOTE
LOWER PROVIDENCE TOWNSHIP
Municipal Government·NORRISTOWN
TOWAMENCIN TOWNSHIP
Municipal Government·LANSDALE
TOWAMENCIN VOLUNTEER FIRE COMPANY OF KULPSVILLE PENNSYLVANIA
Municipal Government·KULPSVILLE
TOWNSHIP OF ABINGTON
Municipal Government·ABINGTON
TOWNSHIP OF LOWER FREDERICK
Municipal Government·SPRING MOUNT
TOWNSHIP OF LOWER GWYNEDD
Municipal Government·SPRING HOUSE
TOWNSHIP OF LOWER MORELAND
Municipal Government·HUNTINGDON VALLEY
ABINGTON TOWNSHIP INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORIT
Special District·JENKINTOWN
BERKS MONTGOMERY MUNICIPAL AUTHORITY
Special District·GILBERTSVILLE
BOROUGH OF CONSHOHOCKEN AUTHORITY
Special District·CONSHOHOCKEN
CENTRE SQUARE FIRE CO
Special District·BLUE BELL
COLLEGEVILLE-TRAPPE MUNICIPAL (SEWER) AUTHORITY
Special District·TRAPPE
EAST NORRITON-PLYMOUTH-WHITPAN JOINT SEWER AUTHORITY
Special District·PLYMOUTH MEETING
FRANCONIA HATFIELD LANSDALE TOWNSHIP INDUSTRIAL DEV AUTHORITIES
Special District·LANSDALE
GLADWYNE FIRE CO
Special District·GLADWYNE
GREEN LAND-MARLBOROUGH JOINT (SEWER) AUTHORITY
Special District·GREEN LANE
GREEN LANE-MARLBOROUGH JOINT AUTHORITY
Special District·GREEN LANE
HATFIELD TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·HATFIELD
HATFIELD TOWNSHIP MUNICIPAL (SEWER) AUTHORITY
Special District·COLMAR
HORSHAM INDUSTRIAL AND COMMERCIAL DEVELOPMENT AUTHORITY
Special District·LANSDALE
LANSDALE BOROUGH INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·LANSDALE
LANSDALE PARKING AUTHORITY
Special District·LANSDALE
LIMERICK TOWNSHIP INDUSTRIAL DEVELOPMENT AND COMMERCIAL AUTH
Special District·LIMERICK
LOWER PERKIOMEN VALLEY REGIONAL SEWER AUTHORITY
Special District·OAKS
LOWER SALFORD TWP RECREATION AUTHORITY
Special District·HARLEYSVILLE
MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY
Special District·POTTSTOWN
MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·NORRISTOWN
MONTGOMERY COUNTY TRANSPORTATION AUTHORITY
Special District·NORRISTOWN
NORRISTOWN MUNICIPAL WASTE AUTHORITY
Special District·NORRISTOWN
NORTH WALES WATER AUTHORITY
Special District·NORTH WALES
PENNSBURG FIRE CO. #1
Special District·PENNSBURG
POTTSTOWN BOROUGH AUTHORITY
Special District·POTTSTOWN
POTTSTOWN BOROUGH (WATER AND SEWER) AUTHORITY
Special District·POTTSTOWN
RED HILL WATER AUTHORITY
Special District·RED HILL
SCHWENKSVILLE BOROUGH AUTHORITY
Special District·SCHWENKSVILLE
SCHWENKSVILLE BOROUGH (WATER AND SEWER) AUTHORITY
Special District·SCHWENKSVILLE
SECOND ALARMER'S ASSOCIATION AND RESCUE SQUAD OF MONTGOMERY COUNTY
Special District·WILLOW GROVE
SOUDERTON INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·SOUDERTON
SWEDESBURG VOLUNTEER FIRE CO
Special District·BRIDGEPORT
TELFORD INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·JENKINSTOWN
TOWAMENCIN AUTHORITY
Special District·KULPSVILLE
TOWAMENCIN MUNICIPAL AUTHORITY
Special District·LANSDALE
AGORA CYBER CHARTER SCHOOL
School District·KING OF PRUSSIA
MONTGOMERY COUNTY COMMUNITY COLLEGE
School District·BLUE BELL
NORTH MONTCO TECHNICAL CAREER CENTER
School District·LANSDALE
WESTERN MONTGOMERY CAREER AND TECHNOLOGY CENTER
School District·LIMERICK
100 FOR COMMUNITY INC
Nonprofit Organization·Glenside
103 ALUMNI ASSOCIATION INC
Nonprofit Organization·Oreland
103RD OFFICERS ASSOCIATION
Nonprofit Organization·HORSHAM
11 BRAVO MC INC
Nonprofit Organization·Collegeville
12th Knight
Nonprofit Organization·Lansdale
1ST INFANTRY DIVISION FOUNDATION
Nonprofit Organization·AMBLER
2020 HOPE FUND
Nonprofit Organization·BALA CYNWYD
21st Ward Athletic Association
Nonprofit Organization·Blue Bell
21ST WARD VETERANS ASSOCIATION
Nonprofit Organization·Hatfield
22Q11 2 SOCIETY
Nonprofit Organization·JENKINTOWN
2 SIDES EQUAL
Nonprofit Organization·NORTH WALES
309 UNITY CLUBHOUSE INC
Nonprofit Organization·Colmar
30 AMP CIRCUIT
Nonprofit Organization·BALA CYNWYD
332 PERKIOMEN CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·COLLEGEVILLE
339 MANUMISSIONS AND BEYOND PROJECT
Nonprofit Organization·Glenside
365 FOUNDATION INC
Nonprofit Organization·LANSDALE
367 PROJECT
Nonprofit Organization·Plymouth Meeting
3 DOG GARAGE
Nonprofit Organization·SKIPPACK
3G PHILLY
Nonprofit Organization·Blue Bell
3 HILL CREDIT UNION
Nonprofit Organization·BLUE BELL
420 W GERMANTOWN PIKE CORP
Nonprofit Organization·PLYMOUTH MEETING
44 FOR LIFE FOUNDATION INC
Nonprofit Organization·Bala Cynwyd
468 SOUTHEAST MONTGOMERY COUNTY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·ABINGTON
4DASOIL
Nonprofit Organization·WYNCOTE
4 Local Foundation
Nonprofit Organization·Eagleville
4TH ARMORED DIVISION HISTORICAL PRESERVATION GRP
Nonprofit Organization·Glenside
4TH ROYAL ARTILLERY IN AMERICA
Nonprofit Organization·Green Lane
5 00 TO 9 00 CLUB
Nonprofit Organization·Collegeville
52 FOUNDATION
Nonprofit Organization·Audubon
6034 US SEARCH AND RESCUE REACT
Nonprofit Organization·Elkins Park
71st Pennsylvania Volunteer Infantry
Nonprofit Organization·Lansdale
96 RADIANT CHAPTER
Nonprofit Organization·Collegeville
Aashirvad Inc
Nonprofit Organization·Ambler
AAUW LANSDALE PA BRANCH INC
Nonprofit Organization·LANSDALE
A Babys Breath
Nonprofit Organization·Jeffersonville
ABA MARKETING NETWORK
Nonprofit Organization·LAFAYETTE HILL
ABBEYS BAKERY
Nonprofit Organization·WILLOW GROVE
ABEOKUTA GIRLS GRAMMAR SCHOOL OLD GIRLS ASSOCIATION USA INC
Nonprofit Organization·Red Hill
A BETTER CHANCE IN LOWER MERION INC
Nonprofit Organization·ARDMORE
A BETTER CHANCE IN LOWER MRN
Nonprofit Organization·ARDMORE
ABINGTON ART CENTER
Nonprofit Organization·JENKINTOWN
ABINGTON BAND BOOSTERS INC
Nonprofit Organization·ABINGTON
ABINGTON CHORAL CLUB
Nonprofit Organization·WYNCOTE
ABINGTON COMMUNITY AQUATICS ASSOCIATION
Nonprofit Organization·ABINGTON
Abington Community Task Force
Nonprofit Organization·Abington
ABINGTON COMMUNITY UNITED SOCCER CLUB
Nonprofit Organization·ABINGTON
Abington Education Association
Nonprofit Organization·Elkins Park
ABINGTON FIRE COMPANY
Nonprofit Organization·ABINGTON
Abington Fire Company Relief Association
Nonprofit Organization·Abington
ABINGTON FOOTBALL BOOSTER ASSOCIATION HS
Nonprofit Organization·Abington