RETIREMENT STRATEGIES

RETIREMENT STRATEGIES of LONGVIEW, WA is an SEC-registered investment adviser (CRD 313446). Regulatory assets under management: $6.8M.

Registration

• CRD: 313446
• Type: Registered investment adviser
• Location: 1315 14TH AVE, LONGVIEW, WA, 98632
• Phone: 3605777888
• Latest filing: 2026-04-14
• Regulatory AUM: $6.8M
• Discretionary AUM: $6.6M
• Non-discretionary AUM: $191K
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313446 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search