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Strategic Retirement Advisors, LLC

● SEC registered since 2019CRD 142887SEC# 801-114888Elk Grove, CA
Export (members)
Reg. AUM
$214.2M
Employees
2
Accounts
1,258
Location
Elk Grove, CA

Strategic Retirement Advisors, LLC assets under management

Strategic Retirement Advisors, LLC is a registered investment adviser overseen by the SEC based in Elk Grove, CA. The firm has been registered since 2019. It reports $214.2 million in regulatory assets under management and employs 2 people.
www.strategicretirementadvisors.netView on SEC.gov ↗

Strategic Retirement Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brent Gerald Mick ControlChief Compliance Officer50-75%2007
Jeffrey Elvis Miller ControlManaging Member50-75%2007

Frequently asked questions

How much does Strategic Retirement Advisors, LLC manage?

Strategic Retirement Advisors, LLC reports $214.2 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Retirement Advisors, LLC have?

Strategic Retirement Advisors, LLC reports 2 employees.

Where is Strategic Retirement Advisors, LLC located?

Strategic Retirement Advisors, LLC is based in Elk Grove, CA and has been SEC-registered since 2019.

Does Strategic Retirement Advisors, LLC disclose fund performance?

Strategic Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9245 Laguna Springs Drive, Suite 200, Elk Grove, CA 95758
Phone916-248-3619
Fax888-640-0739
Office hours8:30a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$124.5M
Non-discretionary$89.7M
Total (RAUM)$214.2M