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SECURE ASSET MANAGEMENT, L.L.C.

2565 West Maple Rd
Troy, Michigan 48084
Tel: 248-414-1562

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About SECURE ASSET MANAGEMENT, L.L.C.

SECURE ASSET MANAGEMENT, LLC, formally registered with the SEC as SECURE ASSET MANAGEMENT, LLC. The firm was established in 09/07/2018. They have over 15 offices throughout the country.

SECURE ASSET MANAGEMENT, L.L.C. is a Troy, Michigan based Financial Planning firm with nearly $439,981,505 assets under management, offering retirement planning & investment advisory services to 2376 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#144046
SEC#801-113954
Assets Managed by Firm$439,981,505
No. of Clients2376
No. of Advisors41

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other(SOLICITOR FOR 3RD PARTY MONEY MANAGERS)

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total2376$439,981,505
Individuals (other than high net worth individuals)2297$298,267,047
High net worth individuals79$141,714,458

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