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SECURESTATE
SECURESTATE FINANCIAL SERVICES, INC.
CRD 309230
100 S MAIN ST., PENDLETON, IN, 46064, United States
Phone
765-778-7415
Fax
765-778-1307
Registration
— (—)
Source
State registered
Total AUM
$106.9M
Discretionary AUM
$106.9M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 239 | $60.0M |
| High net worth individuals | 39 | $46.7M |
| Charitable organizations | 1 | $157K |
All web addresses on file
Official SEC filing: View on IAPD