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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Retirement Advisors LLC
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|---|---|
| CRD # | 142887 |
| SEC # | 801-114888 |
| CIK # | |
| AUM | $214.2 M (2025-05-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 916-248-3619 |
| Address | 9245 Laguna Springs Drive Elk Grove, CA 95758 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,258 | 214.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,258 | 214.2 |
| By Discretionary | ||
| Discretionary | 345 | 124.5 |
| Non-Discretionary | 913 | 89.7 |
| Total | 1,258 | 214.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.2 | |
| Total | 1,258 | 214.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Voyager Capital Management LLC
✚
|
WI | 0.2 |
|
Crew Capital Management Ltd
✚
|
OH | 0.2 |
|
Walker Financial Advisors Inc DBA California 457 Benefits
✚
|
CA | 0.2 |
|
Fairlead Strategies LLC
✚
|
CT | 0.2 |
|
The Holland Group Retirement Wealth Advisors LLC
✚
|
FL | 0.2 |
|
Kiplinger Investment Advisors LLC
✚
|
OH | 0.2 |
|
Sierra Pacific Financial Advisors LLC
✚
|
CA | 0.2 |
|
Horizon Financial Services LLC
✚
|
NC | 0.2 |
|
17 Capital Partners LLC
✚
|
AZ | 0.2 |
|
Carolina Financial Advisors Inc
✚
|
NC | 0.2 |