Strategic Retirement Advisors, LLC is a large advisory firm based in Sacramento. It manages $118.5 million of regulatory assets for 1,264 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California and Nevada.
Strategic Retirement Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Strategic Retirement Advisors, LLC is $118.5 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Strategic Retirement Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Strategic Retirement Advisors is individuals with 1,264 clients and $118.5 million of assets under management. Among the 10 most similar advisory firms, Strategic Retirement Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $118.5 million for 1,264 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Strategic Retirement Advisors doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Strategic Retirement Advisors, LLC performs its advisory services is located at 110 Soaring Hawk Lane, Sacramento, CA 95833 The mailing address of the firm is 110 Soaring Hawk Lane, Sacramento, CA 95833. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 9162483619 or by fax 888-494-5333. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at total457.com.