SALLUS RETIREMENT LLC

Profile

Company Names

SALLUS RETIREMENT LLC

Addresses

1000 CHESTERBROOK BOULEVARD, SUITE 135, BERWYN, PA 19312

Phone Numbers

484 325-2160

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

OTHER BANKING AND FINANCIAL SERVICES

Year Incorporated:

2020

State Incorporated:

DELAWARE

Total Amount Raised:

$14,096,464.00

Number of Funding Rounds:

2
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
2
2022-03-04 
$12,000,000.00 
$12,000,000.00 
$0.00 
Equity 
1
2021-09-08 
$2,096,464.00 
$2,096,464.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
JAMES 
 
DOUGLAS 
EXECUTIVE OFFICER
KABBAGE, INC.   |  WOLFHOUND PARENT, INC.   |  SALLUS RETIREMENT LLC   |  DRIVERREACH INC.
NATE 
 
EINHORN 
EXECUTIVE OFFICER
FIDUCIARY EXCHANGE LLC   |  ADVISOR CREDIT EXCHANGE, LLC   |  SALLUS RETIREMENT LLC
PAUL 
 
HONDROS 
DIRECTOR
FIDUCIARY EXCHANGE LLC   |  ADVISOR CREDIT EXCHANGE, LLC   |  SALLUS RETIREMENT LLC
LISA 
 
KOTTLER 
EXECUTIVE OFFICER
SALLUS RETIREMENT LLC
SUZANNE 
 
NIEMEYER 
EXECUTIVE OFFICER
FIDUCIARY EXCHANGE LLC   |  ADVISOR CREDIT EXCHANGE, LLC   |  SALLUS RETIREMENT LLC   |  INNVENTURE, INC.
JAMES 
 
SOPHA 
EXECUTIVE OFFICER, DIRECTOR
ADVISOR CREDIT EXCHANGE, LLC   |  SALLUS RETIREMENT LLC
KENNETH 
 
STEWART 
DIRECTOR
SALLUS RETIREMENT LLC
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2022-03-16
D
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2022-03-04 
2021-09-23
D
Link
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2021-09-08 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#