|
⚲
|
| Secure Planning LLC
✚
|
|
|---|---|
| CRD # | 42179 |
| SEC # | 801-55630 |
| CIK # | |
| AUM | $152.3 MM (2023-03-01) |
| Employees | 6 (67% Investors, 100% Brokers) |
| Phone | 603-433-5515 |
| Address | 42 Middle St Portsmouth, NH 03801 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 902 | 113.7 |
| (b) Individuals (high net worth individuals) | 25 | 38.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 927 | 152.3 |
| By Discretionary | ||
| Discretionary | 927 | 152.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 927 | 152.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.3 | |
| Total | 927 | 152.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kenneth Frenke & Co Inc
✚
|
NC | 0.2 |
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 0.2 |
|
Robinson Value Management Ltd
✚
|
TX | 0.2 |
|
RD Lewis Holdings Inc
✚
|
FL | 0.2 |
|
Mentor Capital Management Inc
✚
|
IL | 0.2 |
|
Forthright Family Wealth Advisory LLC
✚
|
TX | 0.2 |
|
Ledgewood Wealth Advisors LLC
✚
|
NH | 0.2 |
|
Sterling Manor Financial LLC
✚
|
NY | 0.2 |
|
Prairiewood Capital LLC
✚
|
ND | 0.2 |