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Chief Operating Officer & VP of Investments · Retireful LLC

Sonya S. Lincolnhol

CRD 7080414 · Named on Form ADV at one SEC-registered adviser

At a glance

Retireful LLC, an SEC-registered asset manager with $228 million in regulatory assets, lists Sonya S. Lincolnhol on its Form ADV as Chief Operating Officer & VP of Investments, a control person.

Firms and roles

  • Retireful LLCChief Operating Officer & VP of InvestmentsAsset manager · United States · $228M in regulatory assets

AtlasMembers

Sonya’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sonya’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.