CRD: 297011
Strategic Retirement Partners, LLC
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2018
- Office Locations
- 1
Office Locations
About Strategic Retirement Partners, LLC
Strategic Retirement Partners, LLC is an independent, boutique retirement plan RIA serving small to mid-size businesses (often under 100 employees). The firm designs and benchmarks qualified plans, runs provider searches, builds and monitors investment lineups with a written IPS, and delivers participant education and tools. Offers co-fiduciary support including 3(21) and 3(38) services and evaluates hundreds of providers to reduce fees and fiduciary risk.
Team overview
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Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
BRIAN CHARLES RALL
Chief Compliance Officer
- CRD
- #855195
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,596,550 | -- |
| Total | $4,596,550 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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