RETIREMENT STRATEGY ADVISORS LLC

RETIREMENT STRATEGY ADVISORS LLC of BEND, OR is an SEC-registered investment adviser (CRD 341145). Regulatory assets under management: $150.0M.

Registration

• CRD: 341145
• Type: Registered investment adviser
• Location: 65105 QUAIL FARM ROAD, BEND, OR, 97703
• Phone: 503-805-7394
• Latest filing: 2026-05-01
• Regulatory AUM: $150.0M
• Non-discretionary AUM: $150.0M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 341145 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search