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Home > Retirement Planners > new hampshire > portsmouth > SECURE PLANNING
SECURE PLANNING
42 Middle St
Portsmouth, New Hampshire 03801
Tel: 603-433-5515
About SECURE PLANNING
SECURE PLANNING, formally registered with the SEC as SECURE PLANNING. The firm was established in 06/19/1998. They have over 2 offices throughout the country.
SECURE PLANNING is a Portsmouth, New Hampshire based Financial Planning firm with nearly $169,334,279 assets under management, offering retirement planning & investment advisory services to 868 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 42179 |
| SEC# | 801-55630 |
| Assets Managed by Firm | $169,334,279 |
| No. of Clients | 868 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 868 | $169,334,279 |
| Individuals (other than high net worth individuals) | 502 | $119,460,261 |
| High net worth individuals | 13 | $49,874,018 |
More Retirement Planning firms in Portsmouth, New Hampshire:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
| $3,554,771,000 | 18 | 23 | |
| $3,108,813,749 | 1858 | 45 |
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