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SECURE ASSET MANAGEMENT, L.L.C.

CRD 144046 · SEC 801-113954

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2565 WEST MAPLE RD, TROY, MI, 48084, United States

Phone

248-414-1562

Fax

248-414-1521

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$870.6M

Discretionary AUM

$788.7M

Team

55 total employees; 55 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; SOLICITOR FOR 3RD PARTY MONEY MANAGERS

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals2644$363.9M
High net worth individuals233$506.8M

States served

AL, AK, AZ, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, NE, NV, NJ, NY, NC, ND, OH, OK, OR, PA, SC, TN, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD