Secure Asset Management, L.L.C.
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 144046
- Registered since
- September 7, 2018
- Website
- secureinvestorsgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI58.21%
- Individuals41.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Secure Asset Management, L.L.C. is a privately owned limited liability company that registered with the SEC in 2018 and serves primarily individual and family clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing, fixed fees and other structures. The firm is not identified as an active ESG investor. Industry affiliations noted in regulatory filings include relationships with broker-dealers, accounting professionals and insurance companies, which support its advisory and product distribution activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Gregg Huxley
Chief Investment OfficerCRD 3060431
Clark Harris
Co-Founder & CEOCRD 2730928
Contacts
3 of 53William Thomas
Registered RepresentativeCRD 5091838
Craig Conley
Investment Advisor RepresentativeCRD 5236746
Peter Ruh
Investment Advisor RepresentativeCRD 4494221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 270Active vs passive
$755M in ETFs
69%
$521M
29%
$234M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $39.2M | 664,284 | 5.19% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 2565 W Maple Rd
- Time zone
- ET (UTC-5)
- Office locations
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