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Austin A Bowlin

Secure Asset Management, LLC

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About Austin A Bowlin

Austin Bowlin is an Investment Advisor Representative at Secure Asset Management, LLC. Austin has been in the industry since 2017 and is registered in 13 states. Austin holds the Series 63, Series 65, SIE, and Series 22 licenses. Prior to joining Secure Asset Management, LLC, Austin worked as a Partner at Real Estate Transition Solutions, LLC and as a consultant for PricewaterhouseCoopers. Austin is also a co-owner of rental property, a member of multiple LLCs, and provides consulting services to property owners. Austin has a diverse range of experience and is committed to providing clients with the highest quality of service.

Firm Information

Austin Bowlin is currently registered with Secure Asset Management, LLC. 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

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Austin Bowlin’s Registration & Firm History

CA

05/04/2021 - Present

Secure Asset Management, LLC (San Francisco CA)

WA

11/08/2017 - 04/30/2021

CONCORDE INVESTMENT SERVICES, LLC (Mercer Island WA)

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Licenses & Designations

IA

Issued 11/16/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2017

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Austin A Bowlin. Review regulatory record here.
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