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).

Current Firm Details
2565 West Maple Rd, Troy, MI 48084
https://www.re-transition.com/
By the Numbers
  • Total Assets Under Management
    600
    MILLION
  • Total Number of Accounts
    3,698
    ACCOUNTS
  • Average Account Value
    $162,135
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Secure Asset Management, LLC
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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