Overview
Assets Under Management: $166 million
High-Net-Worth Clients: 54
Average Client Assets: $1.5 million
Frequently Asked Questions
STRONG RETIREMENT SOLUTIONS 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 #335968), STRONG RETIREMENT SOLUTIONS is subject to fiduciary duty under federal law.
STRONG RETIREMENT SOLUTIONS serves 54 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, STRONG RETIREMENT SOLUTIONS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
STRONG RETIREMENT SOLUTIONS manages $166 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, STRONG RETIREMENT SOLUTIONS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.36%
Average Client Assets: $1.5 million
Total Client Accounts: 944
Discretionary Accounts: 944
Regulatory Filings
CRD Number: 335968
Filing ID: 2075426
Last Filing Date: 2026-03-20 10:51:11