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RETIREMENT STRATEGY ADVISORS LLC
CRD 341145
65105 QUAIL FARM ROAD, BEND, OR, 97703, United States
Phone
503-805-7394
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$150.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $150.0M |
All web addresses on file
Official SEC filing: View on IAPD