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Saving2 Retire, LLC (Sugar Land)


Saving2 Retire, LLC is an adviser based in Sugar Land. It manages $4.3 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

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Saving2 Retire provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Saving2 Retire: assets under management

The assets under management (AUM) of Saving2 Retire, LLC is $4.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $537.38 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Saving2 Retire, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sugar Land

The principal office where Saving2 Retire, LLC performs its advisory services is located at 11323 Siamese Lane, Sugar Land, TX 77478 The mailing address of the firm is 935 Eldridge, Sugar Land, TX 77478. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-930-1870 or by fax 866-930-1870. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at saving2retire.net.


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