SECURE ASSET MANAGEMENT, L.L.C.

TROY, Michigan·3 registered advisors·CRD# 144046
SEC# 801-11395421248-414-1562
01

Firm Overview

AUM
$600M
Regulatory assets under management
Employees
48
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR FOR 3RD PARTY MONEY MANAGERS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SECURE ASSET MANAGEMENT, L.L.C.

3 registered advisors
Bryan Eliott Spencer
TROY, Michigan
Randall Eli Joseph
TROY, Michigan
William Anthony Thomas
TROY, Michigan
05

Office Locations

TROY, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. SECURE ASSET MANAGEMENT, L.L.C. (CRD# 144046) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.