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Secura Financial, LLC

● SEC registered since 2018CRD 137324SEC# 801-113072Orange, CA
Export (members)
Reg. AUM
$261.8M
Employees
9
Accounts
1,141
Location
Orange, CA

Secura Financial, LLC assets under management

Secura Financial, LLC is an SEC-registered investment adviser based in Orange, CA. The firm has been registered since 2018. It reports $261.8 million in regulatory assets under management and employs 9 people.

Secura Financial, LLC owners & executives

4 reported
NameTitleOwnershipSince
Casey Lee HatcherMember5-10%2019
Harry Michael Barth ControlMember/Chief Compliance Officer25-50%1997
Jason Douglas Stone ControlManaging Director/Member25-50%2019
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Frequently asked questions

How much does Secura Financial, LLC manage?

Secura Financial, LLC reports $261.8 million in regulatory assets under management on its Form ADV.

How many employees does Secura Financial, LLC have?

Secura Financial, LLC reports 9 employees.

Where is Secura Financial, LLC located?

Secura Financial, LLC is based in Orange, CA and has been SEC-registered since 2018.

Does Secura Financial, LLC disclose fund performance?

Secura Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address333 City Boulevard West,, Suite 2050, Orange, CA 92868-2944
Phone714-704-6616
Fax714-704-1513
Office hours8:30 a.m. - 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$261.8M
Non-discretionary$0
Total (RAUM)$261.8M