← Back to searchVisit website
STRATEGIC RETIREMENT ADVISORS, LLC
CRD 142887 · SEC 801-114888
9245 LAGUNA SPRINGS DRIVE, SUITE 200, ELK GROVE, CA, 95758, United States
Phone
916-248-3619
Fax
888-640-0739
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.2M
Discretionary AUM
$124.5M
Team
2 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-05-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1258 | $214.2M |
States served
CA, NV
All web addresses on file
Official SEC filing: View on IAPD