SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

2333. San Ramon Valley Boulevard
Suite 250
San Ramon, California 94583
Tel: 925-855-4300

About SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP, formally registered with the SEC as SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. The firm was established in 06/06/2022. They have over 1 offices throughout the country.

SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. is a San Ramon, California based Financial Planning firm with nearly $96,627,501 assets under management, offering retirement planning & investment advisory services to 546 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132777
SEC#	801-125823
Assets Managed by Firm	$96,627,501
No. of Clients	546
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	546	$96,627,501
Individuals (other than high net worth individuals)	212	$56,442,876
High net worth individuals	18	$40,184,625

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
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