← Tributary

STRATEGIC RETIREMENT ADVISORS, LLC

ELK GROVE, CA · CRD 142887 · IAPD ↗ · strategicretirementadvisors.net · 916-248-3619

$216.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — STRATEGIC RETIREMENT ADVISORS, LLC moved its main office from SACRAMENTO, CA to ELK GROVE, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
April 2024 — STRATEGIC RETIREMENT ADVISORS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.