Strategic Retirement Plans, Inc. is a large advisory firm based in Utica. It manages $125.22 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New York.
Strategic Retirement Plans provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Strategic Retirement Plans, Inc. is $125.22 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Strategic Retirement Plans, Inc. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Strategic Retirement Plans, Inc. is owned by Alan Remy Leist. Scott Alan George has been acting as President since 1 Nov 2000. Catherine Roberts Martin joined the executive team most recently as the Compliance Officer.
The principal office where Strategic Retirement Plans, Inc. performs its advisory services is located at 114 Business Park Drive, Utica, NY 13502, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 315-735-7553 or by fax 315-735-7739. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.investstrategic.com.