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SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

CRD 132777 · SEC 801-125823

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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2333. SAN RAMON VALLEY BOULEVARD, SUITE 250, SAN RAMON, CA, 94583, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$102.0M

Discretionary AUM

$102.0M

Team

5 total employees; 3 advisory reps

Clients

251-500

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals187$42.2M
High net worth individuals24$59.8M

States served

CA, CO, LA, MI, OR, TX

All web addresses on file

Official SEC filing: View on IAPD