SECURA FINANCIAL

333 City Boulevard West,
Suite 2050
Orange, California 92868-2944
Tel: 714-704-6616

About SECURA FINANCIAL

SECURA FINANCIAL, formally registered with the SEC as SECURA FINANCIAL. The firm was established in 04/25/2018. They have over 1 offices throughout the country.

SECURA FINANCIAL is a Orange, California based Financial Planning firm with nearly $206,964,009 assets under management, offering retirement planning & investment advisory services to 1007 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137324
SEC#	801-113072
Assets Managed by Firm	$206,964,009
No. of Clients	1007
No. of Advisors	10

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(SOLICITOR FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1007	$206,964,009
Individuals (other than high net worth individuals)	315	$43,042,049
High net worth individuals	280	$159,362,287
Pension and profit sharing plans	15	$4,138,290
Charitable organizations	2	$421,383

More Retirement Planning firms in Orange, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$2,936,601,179,276	18358	1331
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$2,406,691,634,676	481	754
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,248,547,388,863	2782	3177
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$782,620,910,160	242041	1007
DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104	$322,933,193,102	762	295

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