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RETIRE SENSIBLY LLC

CRD 292828

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135 E. CALDERWOOD DR., SUITE 120, OFFICE #6, MERIDIAN, ID, 83642, United States

Phone

2087953446

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$58.3M

Discretionary AUM

$58.3M

Team

2 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-21

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals108$30.4M
High net worth individuals38$27.8M

All web addresses on file

Official SEC filing: View on IAPD