SECURE PLANNING, LLC

SECURE PLANNING

PORTSMOUTH, New Hampshire·5 registered advisors·CRD# 42179

SEC# 801-556301603-433-5515

01

Firm Overview

AUM

$163M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

03

Specialties

Financial Planning Investment Management

04

Advisors at SECURE PLANNING, LLC

5 registered advisors

Danielle Marie Grondin

PORTSMOUTH, New Hampshire

Edward John Jr Mallon

PORTSMOUTH, New Hampshire

Julianne Mary Smith

PORTSMOUTH, New Hampshire

Karen Marie Gendron

PORTSMOUTH, New Hampshire

Lisa Anne Dugan

PORTSMOUTH, New Hampshire

05

Office Locations

PORTSMOUTH, New Hampshire

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Data sourced from SEC Form ADV filings. SECURE PLANNING, LLC (CRD# 42179) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.