|
⚲
|
| Secured Retirement Advisors LLC
✚
|
|
|---|---|
| CRD # | 144239 |
| SEC # | 801-121760 |
| CIK # | 0002012356 |
| AUM | $228.2 M (2025-03-20) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 952-460-3260 |
| Address | 6121 Excelsior Blvd St Louis Park, MN 55416 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.0 | ||
| Nvidia Corp | 6.2 | ||
| Apple Inc | 5.0 | ||
| Amazon Com Inc | 3.7 | ||
| Facebook Inc | 3.3 | ||
| Corning Inc /NY | 3.3 | ||
| Alphabet Inc | 2.7 | ||
| Mastercard Inc | 2.6 | ||
| International Business Machines Corp | 2.4 | ||
| Consolidated Edison Inc | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 570 | 151.0 |
| (b) Individuals (high net worth individuals) | 45 | 77.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,832 | 228.2 |
| By Discretionary | ||
| Discretionary | 1,832 | 228.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,832 | 228.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.2 | |
| Total | 1,832 | 228.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012356] | |
| SC 13G | [0002012356] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Secured Retirement Advisors LLC | First Trust Exchange-Traded Fund VIII | [2025-02-05] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Texas Family Wealth LLC
✚
|
TX | 0.2 |
|
Omnistar Financial Group Inc
✚
|
NC | 0.2 |
|
Your Private Client Group Inc
✚
|
0.2 | |
|
Burkholder & Associates LLC
✚
|
MD | 0.2 |
|
Decatur Capital Management Inc
✚
|
GA | 0.2 |
|
BPP Wealth Solutions LLC
✚
|
NJ | 0.2 |
|
Michael Brady & Co LLC
✚
|
OH | 0.2 |
|
Epiqwest Culver Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Tyner Capital Management Investment Counsel Inc
✚
|
TN | 0.2 |
|
RFM Financial Solutions LLC
✚
|
MI | 0.2 |