# BOCA RETIREMENT STRATEGIES INC.

BOCA RETIREMENT STRATEGIES INC. is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** bocaretire.com

## Regulatory record

- **CRD number:** 310150
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310150

## About

BOCA RETIREMENT STRATEGIES INC. is a state-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Retirement Planning

## Questions

### Does Boca Retirement Strategies offer financial planning beyond investment management?

The firm's name and typical RIA scope suggest it provides financial planning services including retirement income planning, tax-efficient strategies, and estate planning, though these are not explicitly confirmed.

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Last updated: 2026-06-03T20:00:00.000Z

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