F2F RETIREMENT, LLC

F2F RETIREMENT, LLC of TOOELE, UT is an SEC-registered investment adviser (CRD 164005). Regulatory assets under management: $41.4M.

Registration

• CRD: 164005
• Type: Registered investment adviser
• Location: 185 N MAIN ST, STE 601, TOOELE, UT, 84074
• Phone: 435-224-4888
• Latest filing: 2026-05-12
• Regulatory AUM: $41.4M
• Discretionary AUM: $38.0M
• Non-discretionary AUM: $3.4M
• Clients: 3
• Accounts: 445

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164005 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search