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Building 2SECURA FINANCIAL

Map pinORANGE, CA
Phone714-704-6616
NotebookSEC #801-113072
Total AUM
$319.9M
Employees
8
Clients
681

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 CITY BOULEVARD WEST,
SUITE 2050
ORANGE
CA 92868-2944
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
714-704-6616

ReceiptFinancials

Total AUM
$319.9M
Accounts
1,242
Discretionary
$319.9M
Accounts
1,242
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
245
AUM
$60.8M
HNW Individual Clients
428
AUM
$256.7M
Pension/Profit Sharing Plan Clients
7
AUM
$2.4M
Charitable Organization Clients
1
AUM
$95K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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