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Secure Asset Management, LLC

Headquartered in TROY, MI

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Firm Information

Secure Asset Management, LLC is an investment advisor based in Troy, MI. The firm offers financial planning, portfolio management for individuals, and pension consulting services. They have a team of 24 licensed agents, 48 investment advisor representatives, and 26 registered representatives. Their regulatory assets under management total over $890 million, primarily serving high-net-worth individuals and individuals other than high-net-worth individuals.

Secure Asset Management, LLC

2565 WEST MAPLE RD

TROY, MI 48084

$890.03M

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor for 3rd party money managers

Branch Locations (26)

SECURE ASSET MANAGEMENT, LLC has a total of 26 branch locations across the country.

Advisors at Secure Asset Management, LLC

View All 41 Advisors

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Disclosures

There are no public disclosures for Secure Asset Management, LLC.

Frequently Asked Questions (7)

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