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SECURE FINANCIAL MANAGEMENT
KIRKWOOD FINANCIAL SERVICES LLC
CRD 169278 · SEC 801-120719
4630 DE ZAVALA RD, SAN ANTONIO, TX, 78249, United States
Phone
210-428-6250
Fax
210-428-6251
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$399.8M
Discretionary AUM
$399.8M
Team
12 total employees; 4 advisory reps; 584 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 468 | $196.5M |
| High net worth individuals | 116 | $203.3M |
States served
TX
All web addresses on file
- https://www.facebook.com/sfmplanning.com/
- https://x.com/sfmplanning/
- https://www.linkedin.com/company/secure-financial-management/
- https://podcasts.apple.com/us/podcast/clear-skies-retirement/id1747374929
- https://sfmplanning.com/
- https://www.youtube.com/@sfmplanning523
- https://www.tiktok.com/@securefinancialmgmt
- https://www.instagram.com/sfmplanning
- https://open.spotify.com/show/0M0zhV7jusB7sGbTYXj4RH?si=_q6iylWmQdu7TE1CWQyojw
Official SEC filing: View on IAPD