Strategic Retirement Partners, Llc
- Regulatory AUM
- $4.6M
- Discretionary
- $0
- Clients
- 7
- Avg AUM / client
- $657K
- Accounts
- 9
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $367K | 7.98% |
| Pension and profit sharing plans | 5 | $4.2M | 92.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Canisius University Retirement Plan For Faculty And Staff Canisius University | 2024 | |
| St. Anne Institute 403(b) Plan St. Anne Institute | 2024 | |
| Conlon Construction Company 401(k) Profit Sharing Plan Conlon Construction Company | 2024 | |
| Beacon Hill Staffing Group, Llc 401(k) Plan Beacon Hill Staffing Group, Llc | 2024 | |
| Gas Technology Institute Retirement Plan Institute Of Gas Technology | 2024 | |
| Gti International 401(k) Plan Gti International, Inc. | 2024 | |
| Gti Supplemental Retirement Annuity Plan Institute Of Gas Technology | 2024 | |
| Precision Cabinets 401(k) Plan Pct Enterprises, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Charles Rall | Registered representative | Jun 2018 (8y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Canisius University Retirement Plan For Faculty And Staff | Canisius University | 579 | $249M | 07/01/2024 |
| St. Anne Institute 403(b) Plan | St. Anne Institute | 246 | $4.9M | 07/01/2024 |
| Conlon Construction Company 401(k) Profit Sharing Plan | Conlon Construction Company | 161 | $29.0M | 01/01/2024 |
| Beacon Hill Staffing Group, Llc 401(k) Plan | Beacon Hill Staffing Group, Llc | 4,053 | $108M | 01/01/2024 |
| Gas Technology Institute Retirement Plan | Institute Of Gas Technology | 299 | $103M | 01/01/2024 |
| Gti International 401(k) Plan | Gti International, Inc. | 244 | $27.9M | 01/01/2024 |
| Gti Supplemental Retirement Annuity Plan | Institute Of Gas Technology | 332 | $156M | 01/01/2024 |
| Precision Cabinets 401(k) Plan | Pct Enterprises, Inc. | 243 | $22.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗