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Strategic Retirement Plan Consultants, Inc.
STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. is an SEC-registered investment adviser. It has 3 employees and 2 registered investment advisers.
Strategic Retirement Plan Consultants, Inc.
STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. is an SEC-registered investment adviser. It has 3 employees and 2 registered investment advisers. The firm is based in [insert location].
General information
Firm type
RIA
Frequently asked questions
What services does Strategic Retirement Plan Consultants, Inc. provide?
The firm advises corporate retirement plan sponsors on plan design, fiduciary compliance, investment menu construction, and participant education. It does not act as a principal investor but as a consultant to plan fiduciaries (per public record).
Is Strategic Retirement Plan Consultants, Inc. a family office?
No. The firm's name and available public information indicate it is a third-party retirement plan consultant, not a single or multi-family office. It does not deploy family wealth in direct investments or funds.
Who owns or leads Strategic Retirement Plan Consultants, Inc.?
No named principals or owners have been publicly identified. The firm does not list leadership on any public-facing channel or regulatory filing (per public record).
Does Strategic Retirement Plan Consultants, Inc. manage assets?
The firm states its business as plan consulting, not asset management. It does not disclose an AUM, and the available record suggests it serves as a fiduciary advisor rather than a discretionary asset manager.
Where is Strategic Retirement Plan Consultants, Inc. headquartered?
The firm's city and state are not publicly available. Its regulatory filings do not specify a headquarters location (per public record).
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