C.R. RETIREMENT STRATEGIES, LLC

C.R. RETIREMENT STRATEGIES, LLC is an SEC-registered investment adviser (CRD 339017). Regulatory assets under management: $1.8M.

Registration

• CRD: 339017
• Type: Registered investment adviser
• Phone: 317-603-9434
• Latest filing: 2026-02-24
• Regulatory AUM: $1.8M
• Discretionary AUM: $700K
• Non-discretionary AUM: $1.1M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339017 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search