Strategic Retirement Partners Revenue
Financial Services • 
Shorewood, Illinois, United States • 101-200 Employees
Strategic Retirement Partners revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $132,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Key Contact at Strategic Retirement Partners
Company overview
| Headquarters | Shorewood, Illinois, United States |
| Phone number | +1866401714 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | 403(B), Investment Consulting, 401(K), Defined Benefit, Esop, HSA, Pension Consulting, Fiduciary Education, Custom Investment Solutions, Erisa Guidance, Non-Qualified Deferred Compensation, Participant Engagement, Total Retirement Consulting, Benchmarking/Rfp Support |
| Founded | 2015 |
| Employees | 101-200 |
| Socials |
Strategic Retirement Partners Email Formats
Strategic Retirement Partners uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@srpretire.com), used 69.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@srpretire.com | 86.1% |
{first name}{last name} | johndoe@srpretire.com | 10.5% |
{last name} | doe@srpretire.com | 2.3% |
{last name}{last name} | doedoe@srpretire.com | 1.2% |
About Strategic Retirement Partners
At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to employees, plan selection, design and co-fiduciary governance to employers and their plan committees. We currently consult on over 1300 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees (as of 1/1/2025). All of our offices are led by Managing Directors who have been recognized repeatedly by industry press for their accomplishments in the in the field of institutional retirement plan consulting. We advise on virtually all corporate retirement plan types including: Defined Contribution - 401(k), Profit Sharing Defined Benefit – Frozen or Active, Traditional or Cash Balance NonProfit Plans - 403(b), 401(a), 457(b), and 457(f) ESOP Executive Benefits (including Deferred Comp) HSA Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Strategic Retirement Partners has 79 employees across 9 departments.
Departments
Number of employees
Funding Data
Strategic Retirement Partners has never raised funding before.
Strategic Retirement Partners Tech Stack
Discover the technologies and tools that power Strategic Retirement Partners's digital infrastructure, from frameworks to analytics platforms.
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