Overview
Assets Under Management: $214 million
Headquarters: ELK GROVE, CA
Frequently Asked Questions
STRATEGIC RETIREMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142887), STRATEGIC RETIREMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
STRATEGIC RETIREMENT ADVISORS, LLC is headquartered in ELK GROVE, CA.
According to their SEC Form ADV, STRATEGIC RETIREMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
STRATEGIC RETIREMENT ADVISORS, LLC manages $214 million in client assets according to their SEC filing dated May 30, 2025.
According to their SEC Form ADV, STRATEGIC RETIREMENT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Total Client Accounts: 1,258
Discretionary Accounts: 345
Non-Discretionary Accounts: 913
Regulatory Filings
CRD Number: 142887
Filing ID: 1981836
Last Filing Date: 2025-05-30 18:34:00
Website: https://strategicretirementadvisors.net