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| Happy Holidays!! thanks for using AUM13F!! |
| Secure Planning LLC
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| CRD # | 42179 |
| SEC # | 801-55630 |
| CIK # | |
| AUM | $169.3 M (2025-01-29) |
| Employees | 6 (100% Investors, 83% Brokers) |
| Phone | 603-433-5515 |
| Address | 42 Middle St Portsmouth, NH 03801 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 502 | 119.5 |
| (b) Individuals (high net worth individuals) | 13 | 49.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 868 | 169.3 |
| By Discretionary | ||
| Discretionary | 868 | 169.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 868 | 169.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.3 | |
| Total | 868 | 169.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Continental Investors Services Inc
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|
WA | 0.2 |
|
RBP Investment Advisors Inc
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|
0.2 | |
|
Miller Gesko & Co Inc
✚
|
NY | 0.2 |
|
Inman Financial Services Inc
✚
|
OR | 0.2 |
|
3 Factor Indexing LLC
✚
|
0.2 | |
|
Davis Davis and Conover Wealth Management LLC
✚
|
TN | 0.2 |
|
SF Ehrlich Associates Inc
✚
|
NJ | 0.2 |
|
RH Dinel Investment Counsel Inc
✚
|
CA | 0.2 |
|
Sequoia Swiss Financial Advisors AG
✚
|
0.2 | |
|
ESG Planning
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|
CA | 0.2 |