STRATEGIC RETIREMENT ADVISORS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$214M

Discretionary

$124M

58% of AUM

Avg account

$170K

Accounts

1,258

Employees

2

Advisory reps

2

Firm details

Headquarters: ELK GROVE, California
CRD number: 142887
Registered since: March 22, 2019
Website: www.strategicretirementadvisors.net
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strategic Retirement Advisors, LLC operates as an independent registered investment advisor, focusing primarily on providing financial planning and portfolio management services to individuals and families. Established in 2019, the firm is structured as a limited liability company and is owned by an individual. Their business model includes a diverse fee structure, which encompasses a percentage of assets under management, hourly charges, and fixed fees. The firm does not engage in capital allocation and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds60%
Exchange Traded Equities33%
Cash & Cash Equivalents4%
Investment Grade Corp Bonds3%

Contacts

2 of 2

JEFFREY MILLER
Investment AdvisorCRD 2279141
BRENT MICK
Wealth ManagerCRD 4163078

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

ELK GROVE, CA

SACRAMENTO

Location

ELK GROVE, CA

Headquartered in ELK GROVE, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area: Sacramento-Roseville, CA
Region: West
County: SACRAMENTO
Address: 9245 Laguna Springs Dr
Time zone: PT (UTC-8)
Office locations

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