Secure Asset Management, LLC
Secure Asset Management, LLC (CRD# 144046) is a financial advisory firm headquartered in Troy, MI. They manage $599,576,285 in 3,698 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management600MILLION
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Total Number of Accounts3,698ACCOUNTS
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Average Account Value$162,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
Michael Albertson (CRD# 5440171) is an Investment Advisor Representative working at Secure Asset Management, LLC in Fort Wayne, IN and has over 16 years of experience in the finance industry.
Taylor Armstrong (CRD# 6984140) is an Investment Advisor Representative working at Secure Asset Management, LLC in Portland, OR and has over 5 years of experience in the finance industry.
Roger Bowlin (CRD# 1905652) is an Investment Advisor Representative working at Secure Asset Management, LLC in San Francisco, CA and has over 35 years of experience in the finance industry.
Michael Cave (CRD# 4183740) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 23 years of experience in the finance industry.
Craig Conley (CRD# 5236746) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 7 years of experience in the finance industry.
Brian Dudley (CRD# 4014477) is an Investment Advisor Representative working at Secure Asset Management, LLC in Elkhorn, NE and has over 19 years of experience in the finance industry.
Jeremy Goldstein (CRD# 2268498) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 31 years of experience in the finance industry.
Clark Harris (CRD# 2730928) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 27 years of experience in the finance industry.
Pamela Harrison (CRD# 4776887) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 19 years of experience in the finance industry.
Eric Hornyak (CRD# 3021265) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 26 years of experience in the finance industry.