The SECURE ASSET MANAGEMENT is a privately held investment adviser that advises $870.62mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SECURE ASSET MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 255.55% over the last 5-years.
The Group has been registered with the SEC for 7.9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 27 office locations with their Headquarters at 2565 WEST MAPLE RD, TROY, MICHIGAN. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 54 employees comprised of 54 investment and 0 non-investment staff. The total number of Employees increased by 237.5% over the last 5-years.
Their $870.62mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $506.77mn or 58.21% of Total Assets and Individuals own $363.85mn or 41.79% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SECURE ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.