Overview
Assets Under Management: $214 million
Headquarters: ELK GROVE, CA
High-Net-Worth Clients: 2
Average Client Assets: $107 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $107 million
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