STRATEGIC RETIREMENT ADVISORS, LLC

9245 Laguna Springs Drive
Suite 200
Elk Grove, California 95758
Tel: 916-248-3619

About STRATEGIC RETIREMENT ADVISORS, LLC

STRATEGIC RETIREMENT ADVISORS, LLC, formally registered with the SEC as STRATEGIC RETIREMENT ADVISORS, LLC. The firm was established in 03/22/2019. They have over 2 offices throughout the country.

STRATEGIC RETIREMENT ADVISORS, LLC is a Elk Grove, California based Financial Planning firm with nearly $190,851,000 assets under management, offering retirement planning & investment advisory services to 1138 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142887
SEC#	801-114888
Assets Managed by Firm	$190,851,000
No. of Clients	1138
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1138	$190,851,000
Individuals (other than high net worth individuals)	1138	$190,851,000

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