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 investment adviser and insurance broker-dealer that provides planning and portfolio services primarily to individual and family clients. Registered with the SEC in 2018 and organized as an LLC, the firm combines financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its revenue mix includes percentage-of-AUM fees, fixed fees and other fee arrangements. Secure Asset Management functions as a capital allocator and is affiliated with broker-dealer, accounting and insurance firms, and it does not identify itself as an ESG-focused investor.
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 54
Chad Wotton
Investment Advisor RepresentativeCRD 6001641
Matthew Black
Investment Adviser RepresentativeCRD 6576128
Thaddeus Schlaud
Investment Advisor RepresentativeCRD 6124708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$351M in ETFs
65%
$228M
34%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $37M | 621,539 | 10.53% |
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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