Arete Advisors, LLC

California
Registered In
09/16/2019
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Arete Advisors, LLC at 4800 T-rex Ave STE 350, Boca Raton, FL 33431 lists Jaeger Jim of San Antonio, TX and Mann Joe of Boca Raton, FL as the associates.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Florida
Company Type
Limited Liability Company - Out of State
Status
Active
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SEC | EDGAR Trellis.Law Recent News
C T Corporation System Registered 1505 Agent
28 LIBERTY ST, NEW YORK, NY 10005 (View Past Addresses)
Jaeger Jim Manager
12523 CHAPELL BELL ST, SAN ANTONIO, TX 78230
Mann Joe Manager
4800 T-REX AVE STE 350, BOCA RATON, FL 33431 (View Past Addresses)
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4800 T-REX AVE STE 350, BOCA RATON, FL 33431 View Map
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Financial Information for Arete Advisors, LLC

Form 5500

ARETE ADVISORS, LLC

4800 T-rex Avenue Suite 350, Boca Raton, FL 33431 (561) 699-2048 EIN:81-3930932 Plan Admin:Lora Baye
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameARETE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY269 / 274 Assets BOY/EOY$4,777,730 / $5,977,380 2022 ARETE ADVISORS, LLC 401(K) PLAN - Plan #001 269 / 274 $4,777,730 / $5,977,380
2022 Plan NameARETE WELFARE PLAN Plan #501 Participants BOY/EOY264 / 0 Assets BOY/EOY$0 / $0 2022 ARETE WELFARE PLAN - Plan #501 264 / 0 $0 / $0
2021 Plan NameARETE ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY130 / 268 Assets BOY/EOY$0 / $4,777,730 2021 ARETE ADVISORS, LLC 401(K) PLAN - Plan #001 130 / 268 $0 / $4,777,730
2021 Plan NameARETE WELFARE PLAN Plan #501 Participants BOY/EOY130 / 0 Assets BOY/EOY$0 / $0 2021 ARETE WELFARE PLAN - Plan #501 130 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ARETE ADVISORS, LLP

8875 Research Drive, Irvine, CA 92618-4236 Industry:Offices of Certified Public Accountants
Loan Date Approved Forgiven Lender Jobs
06/19/2020 Approved$192,159 Forgiven$193,765 LenderLendistry SBLC, LLC Jobs10 06/19/2020 $192,159 $193,765 Lendistry SBLC, LLC 10
PPP Loans based on Paycheck Protection Program.
Address Match:4800 T-Rex Ave Boca Raton, FL
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Medical Connections, Inc. Registered in North Dakota
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Address Match:4800 T-Rex Ave Ste 350 Boca Raton, FL
Arete Advisors, LLC Registered in West Virginia
Boca Raton, FL Charleston, WV (1 more) View Report
Gubagoo, Inc. Registered in West Virginia
Boca Raton, FL Kettering, OH View Report
Boca Raton, FL Columbus, OH (1 more) View Report
186 Atlantis LLC Registered in Florida
Atlantis, FL Boca Raton, FL (2 more) View Report
Arete Advisors, LLC Registered in Massachusetts
Boca Raton, FL Boynton Beach, FL View Report
Arete Advisors, LLC Registered in Arizona
"", AZ Boca Raton, FL (2 more) View Report
Arete Advisors, LLC Registered in Florida
Boca Raton, FL Boynton Beach, FL (1 more) View Report
Arete Advisors, LLC Registered in Vermont
Boca Raton, FL Jeffersonville, VT (1 more) View Report
Arete Ir Advisors, LLC Registered in Connecticut
Boca Raton, FL San Antonio, TX (2 more) View Report
Arete Advisors, LLC Registered in Montana
Boca Raton, FL Missoula, MT View Report
Arete Advisors, LLC Registered in North Carolina
Boca Raton, FL Raleigh, NC (1 more) View Report
Arete Advisors, LLC Registered in Arkansas
Boca Raton, FL View Report
Arete Advisors, LLC Registered in Alaska
Boca Raton, FL Juneau, AK (1 more) View Report
Arete Advisors, LLC Registered in New Hampshire
Boca Raton, FL Boynton Beach, FL View Report
Arete Advisors, LLC Registered in Mississippi
Boca Raton, FL Flowood, MS (1 more) View Report
Arete Advisors, LLC Registered in Colorado
Boca Raton, FL Centennial, CO (2 more) View Report
Arete Advisors, LLC Registered in Oklahoma
Boca Raton, FL Oklahoma City, OK View Report
Related Business Names:
Arete Advisors LLC Registered in New York
View Report
Arete Advisors LLC Registered in Connecticut
Boca Raton, FL East Hartford, CT (1 more) View Report
Arete Advisors LLC Registered in Massachusetts
Burlington, MA View Report
Arete Advisors, LLC Registered in Oregon
Boynton Beach, FL San Antonio, TX View Report
Arete Advisors, LLC Registered in Missouri
Warson Woods, MO View Report
Arete Advisors, LLC Registered in Tennessee
Boynton Beach, FL Knoxville, TN View Report
Arete Advisors, LLC Registered in Pennsylvania
View Report
Arete Advisors, LLC Registered in Wyoming
Boynton Beach, FL Cheyenne, WY View Report
Arete Advisors, LLC Registered in Utah
Boca Raton, FL Midvale, UT (1 more) View Report
Arete Advisors, LLC Registered in Idaho
Boca Raton, FL Boynton Beach, FL (1 more) View Report
Arete Advisors, LLC Registered in Texas
Boynton Beach, FL Dallas, TX View Report
Arete Advisors, LLC Registered in Wisconsin
Madison, WI View Report
Arete Advisors, LLC Registered in Colorado
Lafayette, CO View Report
Person/City Match:Jaeger Jim - San Antonio, TX
Arete Advisors, LLC Registered in Nevada
Carson City, NV View Report
San Antonio, TX View Report
Person/City Match:Mann Joe - Boca Raton, FL
Rhino Mountain Property Holdings LLC Registered in Vermont
Boca Raton, FL Stowe, FL (2 more) View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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