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Building 2SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

Map pinSAN RAMON, CA
Phone925-855-4300
NotebookSEC #801-125823
Total AUM
$102M
Employees
5
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2333. SAN RAMON VALLEY BOULEVARD
SUITE 250
SAN RAMON
CA 94583
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
925-855-4300

ReceiptFinancials

Total AUM
$102M
Accounts
481
Discretionary
$102M
Accounts
481
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
187
AUM
$42.2M
HNW Individual Clients
24
AUM
$59.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOLAMIORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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