# IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY of WATERFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 332715
- Type: SEC-registered investment adviser
- Location: 161 BOSTON POST RD., WATERFORD, CT, 06385
- Phone: 860-333-5131
- Latest filing: 2026-04-06
- Regulatory AUM: $1.1M
- Discretionary AUM: $1.1M
- Clients: 1
- Accounts: 12

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332715/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332715/similar
- Related entities: https://search.stillhousedata.com/firm/332715/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332715

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.