STRATEGIC RETIREMENT ADVISORS, LLC
CRD #142887 SEC #801-114888 ELK GROVE, CA 916-248-3619
SEC Registered
Total AUM
$214.2M
Discretionary
$124.5M
Employees
2
Clients
251
Accounts
1,258
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $214.2M | $124.5M | $89.7M | 2 | 0 |
| Mar 2024 | $190.9M | $106.6M | $84.3M | 2 | 0 |
| Apr 2023 | $163.8M | $87.7M | $76.1M | 2 | 0 |
| Mar 2022 | $166M | $85.8M | $80.1M | 2 | 0 |
| Jun 2021 | $151M | $57.4M | $93.6M | 2 | 0 |
| Jun 2020 | $137.2M | $69.6M | $67.6M | 2 | 0 |
| Mar 2020 | $137.2M | $69.6M | $67.6M | 2 | 0 |
| Feb 2019 | $118.5M | $45M | $73.5M | 2 | 50 |
DateMay 2025
Total AUM$214.2M
Discretionary$124.5M
Non-Disc.$89.7M
Employees2
Clients0
DateMar 2024
Total AUM$190.9M
Discretionary$106.6M
Non-Disc.$84.3M
Employees2
Clients0
DateApr 2023
Total AUM$163.8M
Discretionary$87.7M
Non-Disc.$76.1M
Employees2
Clients0
DateMar 2022
Total AUM$166M
Discretionary$85.8M
Non-Disc.$80.1M
Employees2
Clients0
DateJun 2021
Total AUM$151M
Discretionary$57.4M
Non-Disc.$93.6M
Employees2
Clients0
DateJun 2020
Total AUM$137.2M
Discretionary$69.6M
Non-Disc.$67.6M
Employees2
Clients0
DateMar 2020
Total AUM$137.2M
Discretionary$69.6M
Non-Disc.$67.6M
Employees2
Clients0
DateFeb 2019
Total AUM$118.5M
Discretionary$45M
Non-Disc.$73.5M
Employees2
Clients50