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STRONG RETIREMENT SOLUTIONS

Business and Investment Profile

The STRONG RETIREMENT SOLUTIONS is a privately held investment adviser that advises $166.1mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STRONG RETIREMENT SOLUTIONS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 1.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 2916 NW BUCKLIN HILL ROAD PMB 191, SILVERDALE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 8 employees comprised of 5 investment and 3 non-investment staff. The total number of Employees increased by 166.67% over the last 1-years.

Asset Profile

Their $166.1mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $78.66mn or 47.36% of Total Assets and Individuals own $77.86mn or 46.88% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

STRONG RETIREMENT SOLUTIONS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: STRONG RETIREMENT SOLUTIONS

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Keywords: Strong Retirement Solutions, Strong
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