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STRATEGIC RETIREMENT ADVISORS, LLC
980 9th Street
Suite 1600
Sacramento, California 95814
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 Sacramento, California based Financial Planning firm with nearly $163,840,000 assets under management, offering retirement planning & investment advisory services to 1466 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 | $163,840,000 |
| No. of Clients | 1466 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1466 | $163,840,000 |
| Individuals (other than high net worth individuals) | 1063 | $163,840,000 |
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