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PREFERRED RETIREMENT OPTIONS, INC
CRD 116172
3456 E. 17TH ST., SUITE 260, AMMON, ID, 83406, United States
Phone
208-521-2957
Fax
208-522-4239
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
5 total employees; 5 advisory reps; 480 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 480 | — |
All web addresses on file
Official SEC filing: View on IAPD