Overview
Assets Under Management: $23.6 billion
High-Net-Worth Clients: 5
Average Client Assets: $11 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.23
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 2,338
Discretionary Accounts: 1,012
Non-Discretionary Accounts: 1,326
Regulatory Filings
CRD Number: 330537
Filing ID: 1936847
Last Filing Date: 2025-03-31 15:39:00
Website: https://srpretire.com