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Stratton & Company

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Jacksonville
CRD Number 174948
Website retirementteam.com
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Overview

Stratton & Company operates as a specialized wealth and retirement planning advisory firm within the Senior Market Sales (SMS) and Alliant Insurance Services family of companies. Following its institutional acquisition in June 2026, the firm leverages national health and wealth distribution networks to scale its local wealth footprints. Its core methodology focuses on deploying risk mitigation filters, long-term asset balance, and budget modeling strategies to construct durable lifecycles for private retirement pools.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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