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Building 2SECURE ASSET MANAGEMENT, L.L.C.

Map pinTROY, MI
Phone248-414-1562
NotebookSEC #801-113954
Total AUM
$870.6M
Employees
55
Clients
2,877

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2565 WEST MAPLE RD
TROY
MI 48084
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
248-414-1562
Other Offices
31

ReceiptFinancials

Total AUM
$870.6M
Accounts
4,609
Discretionary
$788.7M
Accounts
4,144
Non-Discretionary
$81.9M
Accounts
465

ContactClients

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Individual Clients
2,644
AUM
$363.9M
HNW Individual Clients
233
AUM
$506.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FOR 3RD PARTY MONEY MANAGERS

Shield checkCompliance

Disclosures
Felony ChargeFelony ConvictionSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALAZCACOCTDEFLGAHIIAIDILINKSKYLAMDMEMIMNMONCNDNENHNJNVNYOHOKORPASCTNTXVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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