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 (CRD 332715). Regulatory assets under management: $1.1M.

Registration

• CRD: 332715
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332715 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search