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SECURE FINANCIAL MANAGEMENT
4630 De Zavala Rd
San Antonio, Texas 78249
Tel: 210-428-6250
About SECURE FINANCIAL MANAGEMENT
SECURE FINANCIAL MANAGEMENT, formally registered with the SEC as SECURE FINANCIAL MANAGEMENT. The firm was established in 04/06/2021. They have over 1 offices throughout the country.
SECURE FINANCIAL MANAGEMENT is a San Antonio, Texas based Financial Planning firm with nearly $313,694,939 assets under management, offering retirement planning & investment advisory services to 621 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169278 |
| SEC# | 801-120719 |
| Assets Managed by Firm | $313,694,939 |
| No. of Clients | 621 |
| 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
- Selection for other advisors
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 621 | $313,694,939 |
| Individuals (other than high net worth individuals) | 415 | $181,641,691 |
| High net worth individuals | 88 | $132,053,248 |
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