RIA Intel›Advisers›Florida›BOCA RETIREMENT STRATEGIES INC.

BOCA RETIREMENT STRATEGIES INC.

Advisory

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in FL

#2,408

of 2,610 advisers by AUM

Average account

$63K

across 46 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

24 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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$3M

GUARDIAN ADVISORS, LLC

$3M

SANCUS WEALTH MANAGEMENT LLC

MIAMI, FL

$3M

CP FINANCIAL ADVISORY, LLC

$3M

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