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SECURE ASSET MANAGEMENT, L.L.C.
2565 West Maple Rd
Troy, Michigan 48084
Tel: 248-414-1562
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 26 offices throughout the country.
SECURE ASSET MANAGEMENT, L.L.C. is a Troy, Michigan based Financial Planning firm with nearly $890,034,531 assets under management, offering retirement planning & investment advisory services to 4714 clients. The firm is staffed with 48 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144046 |
| SEC# | 801-113954 |
| Assets Managed by Firm | $890,034,531 |
| No. of Clients | 4714 |
| No. of Advisors | 48 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SOLICITOR FOR 3RD PARTY MONEY MANAGERS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4714 | $890,034,531 |
| Individuals (other than high net worth individuals) | 4518 | $446,486,303 |
| High net worth individuals | 196 | $443,548,228 |
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| $246,667,042,077 | 132 | 164 | |
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