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| Secure Asset Management LLC
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| |
|---|---|
| CRD # | 144046 |
| SEC # | 801-113954 |
| CIK # | 0001800692 |
| AUM | $599.6 MM (2024-07-23) |
| Employees | 48 (100% Investors, 54% Brokers) |
| Phone | 248-414-1562 |
| Address | 2565 West Maple Rd Troy, MI 48084 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 44.2 | |
| NVDA | 399,550.0 | 21.5 | |
| MSFT | 1,918,222.4 | 10.1 | |
| META | 434,852.0 | 9.0 | |
| AMZN | 1,092,997.8 | 8.9 | |
| GOF | 1,597.5 | 5.0 | |
| XOM | 385,508.3 | 4.8 | |
| TSLA | 723,390.3 | 3.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,632 | 448.4 |
| (b) Individuals (high net worth individuals) | 66 | 151.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,698 | 599.6 |
| By Discretionary | ||
| Discretionary | 3,422 | 557.8 |
| Non-Discretionary | 276 | 41.8 |
| Total | 3,698 | 599.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 599.6 | |
| Total | 3,698 | 599.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800692] |
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|---|---|---|
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AL | 0.6 |
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TX | 0.6 |
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OH | 0.6 |