PREAKNESS RETIREMENT ADVISORS, LLC

PREAKNESS RETIREMENT ADVISORS, LLC is an SEC-registered investment adviser (CRD 133811). Regulatory assets under management: $18.2M.

Registration

• CRD: 133811
• Type: Registered investment adviser
• Phone: 201-445-3873
• Latest filing: 2026-03-23
• Regulatory AUM: $18.2M
• Non-discretionary AUM: $18.2M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133811 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search