Secure Asset Management, L.L.C.

RIASEC Registered
Total AUM
$871M
Discretionary
$789M
91% of AUM
Avg account
$189K
Accounts
4,609
Employees
54
Advisory reps
56

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

FINTRX

Overview

Secure Asset Management, L.L.C. is an independent, individual-owned RIA that acts as a capital allocator for primarily individual and family clients. The firm is registered with the SEC (registered in 2018) and combines financial planning with portfolio management for individuals and small businesses. Its advisory scope includes selecting third-party advisers and performing pension-related consulting alongside more traditional planning and portfolio services. Fee arrangements include percentage-of-AUM, fixed-fee engagements and other fee structures. The firm does not identify as an active ESG investor and lists industry affiliations with a broker-dealer, an accounting firm and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, Public Funds/Mutual Funds 38%, Cash & Cash Equivalents 8%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%49%
  • Exchange Traded Equities49%
  • Public Funds/Mutual Funds38%
  • Cash & Cash Equivalents8%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Gregg Huxley

    Gregg Huxley

    Chief Investment OfficerCRD 3060431

  • Clark Harris

    Clark Harris

    Co-Founder & CEOCRD 2730928

Contacts

3 of 54

  • William Thomas

    Registered RepresentativeCRD 5091838

  • Craig Conley

    Craig Conley

    Investment Advisor RepresentativeCRD 5236746

  • Peter Ruh

    Peter Ruh

    Investment Advisor RepresentativeCRD 4494221

Unlock 51 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 151

Active vs passive

$403M in ETFs

Passive

64%

$257M

Active

33%

$145M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT)VanguardPassiveIntermediate Government$31.2M549,9297.73%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth