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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 $230,449,000 assets under management, offering retirement planning & investment advisory services to 1123 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 | $230,449,000 |
| No. of Clients | 1123 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1123 | $230,449,000 |
| Individuals (other than high net worth individuals) | 482 | $47,703,000 |
| High net worth individuals | 414 | $177,887,000 |
| Pension and profit sharing plans | 16 | $4,421,000 |
| Charitable organizations | 2 | $438,000 |
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|---|---|---|---|
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