Secure Asset Management, L.L.C.
Troy, MI·SEC-registered · CRD #144046
Secure Asset Management, L.L.C. is an SEC-registered investment advisory firm in Troy, MI managing $871M across 5.1k client accounts, with 54 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$871M
Client accounts
5.1k
Advisory staff
54
Fee model
Fee-based
How Secure Asset Management, L.L.C. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Secure Asset Management, L.L.C.
How much does Secure Asset Management, L.L.C. manage?
Per its most recent SEC Form ADV filing (06/24/2026), Secure Asset Management, L.L.C. reports $871M in regulatory assets under management across roughly 5.1k client accounts.
How does Secure Asset Management, L.L.C. charge?
Secure Asset Management, L.L.C. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Secure Asset Management, L.L.C. a fiduciary?
Yes. Secure Asset Management, L.L.C. is registered with the U.S. Securities and Exchange Commission (CRD #144046), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Secure Asset Management, L.L.C. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Secure Asset Management, L.L.C. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Troy, MI
Profile compiled from Secure Asset Management, L.L.C.'s public SEC Form ADV filing (CRD #144046, filed 06/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Secure Asset Management, L.L.C.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Secure Asset Management, L.L.C.? Claim this profile.