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SECURE PLANNING

SECURE PLANNING, LLC

CRD 42179 · SEC 801-55630

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42 MIDDLE ST, PORTSMOUTH, NH, 03801, United States

Phone

603-433-5515

Fax

603-433-6023

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$187.0M

Discretionary AUM

$187.0M

Team

5 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-05-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals510$122.7M
High net worth individuals19$64.4M

States served

AZ, CO, ME, MA, MS, NY, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD