Active
STRATEGIC RETIREMENT ADVISORS, LLC
Investment Advice|ELK GROVE, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$214.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 124.5M |
| Non-Discretionary | 89.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 142887 |
| SEC Number | 801-114888 |
| Street Address | 9245 LAGUNA SPRINGS DRIVE |
| Street Address 2 | SUITE 200 |
| Location | ELK GROVE, CA 95758 |
| Country | United States |
| Phone | 916-248-3619 |
| Fax | 888-640-0739 |
| Total Employees | 2 |
Client Count by Type (1,258 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,258 |
Community Partners
CITY OF CITRUS HEIGHTS
CITY OF ELK GROVE
CITY OF FOLSOM
CITY OF GALT
CITY OF ISLETON
CITY OF RANCHO CORDOVA
CITY OF RIO VISTA
CITY OF SACRAMENTO
COUNTY OF SACRAMENTO
CITY OF CITRUS HEIGHTS
CITY OF ELK GROVE
CITY OF FOLSOM
CITY OF GALT
CITY OF ISLETON
CITY OF RANCHO CORDOVA
CITY OF RIO VISTA
CITY OF SACRAMENTO
COUNTY OF SACRAMENTO
CITY OF CITRUS HEIGHTS
CITY OF ELK GROVE
CITY OF FOLSOM
CITY OF GALT
CITY OF ISLETON
CITY OF RANCHO CORDOVA
CITY OF RIO VISTA
CITY OF SACRAMENTO
COUNTY OF SACRAMENTO
Municipal Government
9 Active
9
Organizations
AMERICAN RIVER FLOOD CONTROL DISTRICT
ARCADE CREEK RECREATION AND PARK DISTRICT
ARDEN MANOR RECREATION AND PARK DISTRICT
ARDEN PARK RECREATION AND PARK DISTRICT
ASSOCIATION OF CALIFORNIA WATER AGENCIES JOINT POWER INS AUTH
BRANNAN-ANDRUS LEVEE MAINTENANCE DIST
CALIFORNIA AFFILIATED RISK MANAGEMENT AUTHORITIES (CARMA)
CALIFORNIA ASSOCIATION FOR PARK AND RECREATION INDEMNITY
CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY
CALIFORNIA FAIR SERVICES AUTH
CALIFORNIA FIRE AND RESCUE TRAINING AUTHORITY
CALIFORNIA INTERGOVERNMENTAL RISK AUTHORITY
CALIFORNIA MENTAL HEALTH SERVICES AUTHORITY
California Municipal Finance Authority CFD No 2019-3
California Municipal Finance Authority CFD No 2020-3
California Municipal Finance Authority CFD No 2020-4
California Municipal Finance Authority CFD No 2020-7
California Municipal Finance Authority CFD No 2021-19
California Municipal Finance Authority CFD No 2021-2
California Municipal Finance Authority CFD No 2022-18
AMERICAN RIVER FLOOD CONTROL DISTRICT
ARCADE CREEK RECREATION AND PARK DISTRICT
ARDEN MANOR RECREATION AND PARK DISTRICT
ARDEN PARK RECREATION AND PARK DISTRICT
ASSOCIATION OF CALIFORNIA WATER AGENCIES JOINT POWER INS AUTH
BRANNAN-ANDRUS LEVEE MAINTENANCE DIST
CALIFORNIA AFFILIATED RISK MANAGEMENT AUTHORITIES (CARMA)
CALIFORNIA ASSOCIATION FOR PARK AND RECREATION INDEMNITY
CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY
CALIFORNIA FAIR SERVICES AUTH
CALIFORNIA FIRE AND RESCUE TRAINING AUTHORITY
CALIFORNIA INTERGOVERNMENTAL RISK AUTHORITY
CALIFORNIA MENTAL HEALTH SERVICES AUTHORITY
California Municipal Finance Authority CFD No 2019-3
California Municipal Finance Authority CFD No 2020-3
California Municipal Finance Authority CFD No 2020-4
California Municipal Finance Authority CFD No 2020-7
California Municipal Finance Authority CFD No 2021-19
California Municipal Finance Authority CFD No 2021-2
California Municipal Finance Authority CFD No 2022-18
AMERICAN RIVER FLOOD CONTROL DISTRICT
ARCADE CREEK RECREATION AND PARK DISTRICT
ARDEN MANOR RECREATION AND PARK DISTRICT
ARDEN PARK RECREATION AND PARK DISTRICT
ASSOCIATION OF CALIFORNIA WATER AGENCIES JOINT POWER INS AUTH
BRANNAN-ANDRUS LEVEE MAINTENANCE DIST
CALIFORNIA AFFILIATED RISK MANAGEMENT AUTHORITIES (CARMA)
CALIFORNIA ASSOCIATION FOR PARK AND RECREATION INDEMNITY
CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY
CALIFORNIA FAIR SERVICES AUTH
CALIFORNIA FIRE AND RESCUE TRAINING AUTHORITY
CALIFORNIA INTERGOVERNMENTAL RISK AUTHORITY
CALIFORNIA MENTAL HEALTH SERVICES AUTHORITY
California Municipal Finance Authority CFD No 2019-3
California Municipal Finance Authority CFD No 2020-3
California Municipal Finance Authority CFD No 2020-4
California Municipal Finance Authority CFD No 2020-7
California Municipal Finance Authority CFD No 2021-19
California Municipal Finance Authority CFD No 2021-2
California Municipal Finance Authority CFD No 2022-18
Special District
172 Active
172
Organizations
ARCOHE UNION ELEM SCH DIST
Center Joint Unified School District
CENTER UNIFIED SCH DIST
COMMUNITY COLLABORATIVE
COMMUNITY OUTREACH ACADEMY
EGUSD
ELVERTA JT ELEM SCH DIST
FOLSOM-CORDOVA UNIF SCH DIST
GALT JT UNION ELEM SCH DIST
GALT JT UNION HIGH SCHOOL DIST
GJUESD
NATOMAS UNIFIED SCHOOL DIST
RIVER DELTA UNIFIED SCHOOL DIST
ROBLA ELEM SCH DIST
SACRAMENTO CITY UNIF SCH DIST
SACRAMENTO COUNTY OFC. OF EDCTN.
SAN JUAN UNIF SCH DIST
TWIN RIVERS UNIFIED SCHOOL DISTRICT
ARCOHE UNION ELEM SCH DIST
Center Joint Unified School District
CENTER UNIFIED SCH DIST
COMMUNITY COLLABORATIVE
COMMUNITY OUTREACH ACADEMY
EGUSD
ELVERTA JT ELEM SCH DIST
FOLSOM-CORDOVA UNIF SCH DIST
GALT JT UNION ELEM SCH DIST
GALT JT UNION HIGH SCHOOL DIST
GJUESD
NATOMAS UNIFIED SCHOOL DIST
RIVER DELTA UNIFIED SCHOOL DIST
ROBLA ELEM SCH DIST
SACRAMENTO CITY UNIF SCH DIST
SACRAMENTO COUNTY OFC. OF EDCTN.
SAN JUAN UNIF SCH DIST
TWIN RIVERS UNIFIED SCHOOL DISTRICT
ARCOHE UNION ELEM SCH DIST
Center Joint Unified School District
CENTER UNIFIED SCH DIST
COMMUNITY COLLABORATIVE
COMMUNITY OUTREACH ACADEMY
EGUSD
ELVERTA JT ELEM SCH DIST
FOLSOM-CORDOVA UNIF SCH DIST
GALT JT UNION ELEM SCH DIST
GALT JT UNION HIGH SCHOOL DIST
GJUESD
NATOMAS UNIFIED SCHOOL DIST
RIVER DELTA UNIFIED SCHOOL DIST
ROBLA ELEM SCH DIST
SACRAMENTO CITY UNIF SCH DIST
SACRAMENTO COUNTY OFC. OF EDCTN.
SAN JUAN UNIF SCH DIST
TWIN RIVERS UNIFIED SCHOOL DISTRICT
School District
18 Active
18
Organizations
1WORLD1TRIBE
2 HEARTS ANIMAL HAVEN
2ND 2 NONE B TRAINING
2 RIVERS FOUNDATION INC
3RD WORLD PROJECTS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
51 FOUNDATION INC
5TH POSITION
5TH TRADITION BOOK STUDY
600 MILE MINISTRIES
916-BSIDES
916 DREAM CHASERS
916 DREAM CHASERS YOUTH ORGANIZATION
926 SAC-SIERRA CHAPTER OF TROUT UNLIMITED
AACE INTERNATIONAL
AAP CALIFORNIA CHAPTER 1 FOUNDATION
ABCS Of Growing Up Foundation
ABILITY REVOLUTION INC
ABLED
1WORLD1TRIBE
2 HEARTS ANIMAL HAVEN
2ND 2 NONE B TRAINING
2 RIVERS FOUNDATION INC
3RD WORLD PROJECTS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
51 FOUNDATION INC
5TH POSITION
5TH TRADITION BOOK STUDY
600 MILE MINISTRIES
916-BSIDES
916 DREAM CHASERS
916 DREAM CHASERS YOUTH ORGANIZATION
926 SAC-SIERRA CHAPTER OF TROUT UNLIMITED
AACE INTERNATIONAL
AAP CALIFORNIA CHAPTER 1 FOUNDATION
ABCS Of Growing Up Foundation
ABILITY REVOLUTION INC
ABLED
1WORLD1TRIBE
2 HEARTS ANIMAL HAVEN
2ND 2 NONE B TRAINING
2 RIVERS FOUNDATION INC
3RD WORLD PROJECTS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
51 FOUNDATION INC
5TH POSITION
5TH TRADITION BOOK STUDY
600 MILE MINISTRIES
916-BSIDES
916 DREAM CHASERS
916 DREAM CHASERS YOUTH ORGANIZATION
926 SAC-SIERRA CHAPTER OF TROUT UNLIMITED
AACE INTERNATIONAL
AAP CALIFORNIA CHAPTER 1 FOUNDATION
ABCS Of Growing Up Foundation
ABILITY REVOLUTION INC
ABLED
Nonprofit Organization
2929 Active
2929
Organizations
Community Partners127 organizations
COUNTY OF SACRAMENTO
Municipal Government·SACRAMENTO
BRANNAN-ANDRUS LEVEE MAINTENANCE DIST
Special District·WALNUT GROVE
CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY
Special District·SACRAMENTO
CALIFORNIA FAIR SERVICES AUTH
Special District·SACRAMENTO
California Municipal Finance Authority CFD No 2019-3
Special District
California Municipal Finance Authority CFD No 2020-3
Special District
California Municipal Finance Authority CFD No 2020-4
Special District
California Municipal Finance Authority CFD No 2020-7
Special District
California Municipal Finance Authority CFD No 2021-19
Special District
California Municipal Finance Authority CFD No 2021-2
Special District
California Municipal Finance Authority CFD No 2022-18
Special District
California Municipal Finance Authority CFD No 2022-19
Special District
California Municipal Finance Authority CFD No 2022-23
Special District
California Municipal Finance Authority CFD No 2022-6
Special District
California Municipal Finance Authority CFD No 2022-7
Special District
California Municipal Finance Authority CFD No 2023-10
Special District
California Municipal Finance Authority CFD No 2023-5
Special District
California Municipal Finance Authority CFD No 2023-7
Special District
California Municipal Finance Authority CFD No 2024-18
Special District
California Municipal Finance Authority CFD No 2024-3
Special District
California Municipal Finance Authority CFD No 2024-9
Special District
California Municipal Finance Authority CFD No 2026-3
Special District
CALIFORNIA RURAL WATER RISK MANAGEMENT AUTHORITY
Special District·SACRAMENTO
Center Joint Unified School District
School District
COMMUNITY COLLABORATIVE
School District·MCCLELLAN
COMMUNITY OUTREACH ACADEMY
School District·MCCLELLAN
EGUSD
School District·ELK GROVE
GJUESD
School District·GALT
SACRAMENTO COUNTY OFC. OF EDCTN.
School District·MATHER
1WORLD1TRIBE
Nonprofit Organization·Elk Grove
2 HEARTS ANIMAL HAVEN
Nonprofit Organization·CITRUS HEIGHTS
2ND 2 NONE B TRAINING
Nonprofit Organization·Citrus Heights
2 RIVERS FOUNDATION INC
Nonprofit Organization·Elk Grove
3RD WORLD PROJECTS
Nonprofit Organization·ELVERTA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Citrus Heights
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Wilton
51 FOUNDATION INC
Nonprofit Organization·Carmichael
5TH POSITION
Nonprofit Organization·Elk Grove
5TH TRADITION BOOK STUDY
Nonprofit Organization·Carmichael
600 MILE MINISTRIES
Nonprofit Organization·Rancho Cordova
916-BSIDES
Nonprofit Organization·Elk Grove
916 DREAM CHASERS
Nonprofit Organization·Elk Grove
916 DREAM CHASERS YOUTH ORGANIZATION
Nonprofit Organization·Elk Grove
926 SAC-SIERRA CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·CARMICHAEL
AACE INTERNATIONAL
Nonprofit Organization·Rancho Cordova
AAP CALIFORNIA CHAPTER 1 FOUNDATION
Nonprofit Organization·ELK GROVE
ABCS Of Growing Up Foundation
Nonprofit Organization·Citrus Heights
ABILITY REVOLUTION INC
Nonprofit Organization·Citrus Heights
ABLED
Nonprofit Organization·Orangevale
ABOUT KIDZ
Nonprofit Organization·FAIR OAKS
ABOUT PROGRESS NOT PERFECTION
Nonprofit Organization·CITRUS HEIGHTS
ABOVE ALL ANGELS INC
Nonprofit Organization·ELK GROVE
A BRIDGE TO FAMILY UNITY
Nonprofit Organization·Elk Grove
ABUNDANT LIFE AOH CHURCH OF GOD
Nonprofit Organization·Rio Linda
ACACIA CLASSICAL ACADEMY
Nonprofit Organization·Fair Oaks
ACADEMIA FENIX
Nonprofit Organization·ELK GROVE
Accellera Systems Initiative Inc
Nonprofit Organization·Elk Grove
ACCEPTABLE COMMUNITY TRANSITIONS
Nonprofit Organization·FAIR OAKS
ACCESS DANCE INC
Nonprofit Organization·Orangevale
ACCESS FOR ALL INC
Nonprofit Organization·Fair Oaks
ACEC CALIFORNIA SIERRA CHAPTER
Nonprofit Organization·Antelope
ACE ENTERPRISES
Nonprofit Organization·Elk Grove
A CONTEXT FOR HOPE
Nonprofit Organization·Orangevale
ACORDESUSA
Nonprofit Organization·ELK GROVE
ACT ON KINDNESS
Nonprofit Organization·NORTH HIGHLANDS
A DAY IN THE LIFE PROJECT INC
Nonprofit Organization·Elk Grove
ADOLESCOUSA
Nonprofit Organization·Elk Grove
A DOVE CONNECTION INC
Nonprofit Organization·Rancho Cordova
ADUCAYEN FAMILY CHARITABLE CORPORATION
Nonprofit Organization·Elk Grove
ADVOCATES FOR BRIGHTER FUTURES
Nonprofit Organization·Carmichael
AEROSPACE MUSEUM OF CALIFORNIA
Nonprofit Organization·MCCLELLAN
Affinity Community Counseling Inc
Nonprofit Organization·Elk Grove
AFFORDABLE BUYERS RESOURCE INCORPORATED
Nonprofit Organization·Fair Oaks
AFGHAN EDUCATION FOR A BETTER TOMORROW
Nonprofit Organization·ELK GROVE
A FOOT IN THE DOOR EXCHANGE
Nonprofit Organization·Elk Grove
African American Male Education Network
Nonprofit Organization·Elk Grove
AFRICAN HOPE FUND INC
Nonprofit Organization·ELK GROVE
AFRICAN VILLAGE PROJECT
Nonprofit Organization·Antelope
AFTER SERVICE INC
Nonprofit Organization·CITRUS HEIGHTS