Arete Advisors, LLC
West Virginia
Registered In
09/30/2019
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 Joe Mann of Boca Raton, FL and Jim Jaeger of San Antonio, TX as the associates.
- Registered In
- West Virginia
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Florida
- Company Type
- Llc | Limited Liability Company
- Status
- Not Available
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Joe Mann
Member
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4800 T-REX AVE STE 350, BOCA RATON, FL 33431
(View Past Addresses)
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Jim Jaeger
Member
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12523 CHAPEL BELL ST, SAN ANTONIO, TX 78230
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4800 T-REX AVE STE 350, BOCA RATON, FL 33431
View Map
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5098 WASHINGTON ST W STE 407, CHARLESTON, WV 25313
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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.
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Boynton Beach, FL Dallas, TX | View Report | |
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The following government agencies have contributed data:
West Virginia Secretary of State U.S. Department of Labor
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