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SECURED RETIREMENT ADVISORS, LLC
6121 Excelsior Blvd
St Louis Park, Minnesota 55416
Tel: (952) 460-3260
About SECURED RETIREMENT ADVISORS, LLC
SECURED RETIREMENT ADVISORS, LLC, formally registered with the SEC as SECURED RETIREMENT ADVISORS, LLC. The firm was established in 07/14/2021. They have over 2 offices throughout the country.
SECURED RETIREMENT ADVISORS, LLC is a St Louis Park, Minnesota based Financial Planning firm with nearly $228,187,558 assets under management, offering retirement planning & investment advisory services to 1832 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144239 |
| SEC# | 801-121760 |
| Assets Managed by Firm | $228,187,558 |
| No. of Clients | 1832 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 1832 | $228,187,558 |
| Individuals (other than high net worth individuals) | 570 | $151,026,843 |
| High net worth individuals | 45 | $77,160,715 |
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