CRD: 142887
Strategic Retirement Advisors, LLC
$216.9M Total AUM
$144.0M Disc. AUM
9.3% 3Y CAGR
2 Employees
945 ADV. Clients
19 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-21-2007
- Office Locations
- 1
Office Locations
9245 Laguna Springs Drive Suite 200 ELK Grove CA
About Strategic Retirement Advisors, LLC
Strategic Retirement Advisors, LLC is an independent, conflict-free wealth management and financial planning firm serving retail clients. It builds personalized, risk- and tax-aware strategies using a disciplined diversification and asset-allocation process, and manages portfolios across stocks, mutual funds, bonds, ETFs, and options with ongoing research, monitoring, and periodic review meetings.
Team overview
47 AVG AGE
$108.5M AVG AUM / ADVISOR
$229.5K AVG AUM / CLIENT
19.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRENT GERALD MICK
Wealth Manager
- CRD
- #4163078
- Ownership
- 50% but less than 75%
Available
Available
Available
JEFFREY ELVIS MILLER
co-founder, partner
- CRD
- #2279141
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,000,162 | $418,605 |
| Non-Discretionary | $72,909,697 | $121,314 |
| Total | $216,909,859 | $229,534 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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