|
⚲
|
| Secure Planning LLC
✚
|
|
|---|---|
| CRD # | 42179 |
| SEC # | 801-55630 |
| CIK # | |
| AUM | $187.0 M (2026-05-06) |
| Employees | 5 (60% Investors, 100% Brokers) |
| Phone | 603-433-5515 |
| Address | 42 Middle St Portsmouth, NH 03801 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 510 | 122.7 |
| (b) Individuals (high net worth individuals) | 19 | 64.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 846 | 187.0 |
| By Discretionary | ||
| Discretionary | 846 | 187.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 846 | 187.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.0 | |
| Total | 846 | 187.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CDKV Holdings LLC
✚
|
CO | 0.2 |
|
Durante & Waters LLC
✚
|
NY | 0.2 |
|
Harbor Asset Planning Inc
✚
|
0.2 | |
|
Helmsman Financial Group LLC
✚
|
WA | 0.2 |
|
Advice & Planning Services LLC
✚
|
PA | 0.2 |
|
Eliot Finkel Investment Counsel LLC
✚
|
CA | 0.2 |
|
Alpha Omega Financial Advisory Inc
✚
|
0.2 | |
|
Picea Capital LLC
✚
|
FL | 0.2 |
|
Wealth Management of the Bluegrass LLC
✚
|
KY | 0.2 |
|
ASL Financial LLC
✚
|
CA | 0.2 |