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William Anthony Thomas

SECURE ASSET MANAGEMENT, L.L.C.·TROY, Michigan
Unclaimed Profile
2565 WEST MAPLE RD, TROY, MI 48084CRD# 5091838Firm CRD# 144046
01

About

William Anthony Thomas is a registered financial advisor based in TROY, Michigan, affiliated with SECURE ASSET MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SECURE ASSET MANAGEMENT, L.L.C.
SECURE ASSET MANAGEMENT, L.L.C.
AUM
$600M
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at SECURE ASSET MANAGEMENT, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR FOR 3RD PARTY MONEY MANAGERS
Regulatory
SEC/IARD CRD# 5091838
Firm CRD# 144046
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Anthony Thomas offer?
William Anthony Thomas specializes in Financial Planning, Investment Management. Contact their office in TROY, Michigan for a consultation.
What are William Anthony Thomas's credentials?
William Anthony Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Anthony Thomas located?
William Anthony Thomas is based in TROY, Michigan, working with SECURE ASSET MANAGEMENT, L.L.C.. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does William Anthony Thomas charge for services?
William Anthony Thomas's firm is compensated through percentage of aum, subscription fees, other: solicitor for 3rd party money managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURE ASSET MANAGEMENT, L.L.C.?
SECURE ASSET MANAGEMENT, L.L.C. has approximately 48 employees and manages $600M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
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Research
Advisor Fees in MichiganNational Fee Analysis
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