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IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
CRD 332715
161 BOSTON POST RD., SUITE 4 OFFICE 5, WATERFORD, CT, 06385, United States
Phone
860-333-5131
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.1M
Discretionary AUM
$1.1M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $719K |
| High net worth individuals | 3 | $343K |
All web addresses on file
Official SEC filing: View on IAPD