PREPARED RETIREMENT INSTITUTE LLC of MONTGOMERYVILLE, PA is an SEC-registered investment adviser (CRD 309663). Regulatory assets under management: $307.6M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Andrew John Dziedzic | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; SOLE OWNER | — |
| Megan M Lebarron | CHIEF OF STAFF, PARTNER; SOLE OWNER | — |
| DZIEDZIC ANDREW JOHN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |