CRD: 334443
Strive Retirement Group
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- Custodian
- Altruist ยท Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-17-2025
- Office Locations
- 3
Office Locations
About Strive Retirement Group
Strive Retirement Group is a Daytona Beach, FL registered investment adviser focused on workplace retirement plans. It partners with plan sponsors on plan design, vendor selection, investment menu guidance, and compliance reviews, and supports participants with savings strategies, investment education, and one-on-one consultations. The firm also serves individuals and provides hundreds of hours of pro bono budgeting/financial counseling for recent graduates and the underserved.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Mark Bentley NMN
Chief Compliance Officer, Managing Partner
- CRD
- #6101965
- Ownership
- 50% but less than 75%
Robert Hollands Darrow
Managing Partner, President
- CRD
- #4772232
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,084,555 | $289,741 |
| Total | $6,084,555 | $289,741 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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