Strategic Retirement Advisors, LLC

RIASEC RegisteredEst. 2019

Total AUM

$217M

Discretionary

$144M

66% of AUM

Avg account

$230K

Accounts

945

Employees

Advisory reps

Firm details

Headquarters: Elk Grove, California
CRD number: 142887
Registered since: March 22, 2019
Website: www.strategicretirementadvisors.net
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strategic Retirement Advisors, LLC is an independent, individual-owned registered investment adviser organized as an LLC and SEC-registered in 2019. The firm focuses on serving individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its fee arrangements include asset-based fees, hourly billing, and fixed fees. Strategic Retirement Advisors does not market itself as an ESG-focused manager and is not structured as a multi-state advisory platform or a capital allocator to external managers.