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Secure Asset Management, L.L.C.

● SEC registered since 2018CRD 144046SEC# 801-113954Troy, MI
Export (members)
Reg. AUM
$890M
Employees
52
Accounts
4,714
Location
Troy, MI

Secure Asset Management, L.L.C. assets under management

Secure Asset Management, L.L.C. operates as an SEC-registered investment adviser based in Troy, MI. The firm has been registered since 2018. It reports $890 million in regulatory assets under management and employs 52 people.
www.sassetmgmt.comView on SEC.gov ↗

Secure Asset Management, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Bryan Eliott Spencer ControlManaging MemberOver 75%2007
Randall Eli Joseph ControlChief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does Secure Asset Management, L.L.C. manage?

Secure Asset Management, L.L.C. reports $890 million in regulatory assets under management on its Form ADV.

How many employees does Secure Asset Management, L.L.C. have?

Secure Asset Management, L.L.C. reports 52 employees.

Where is Secure Asset Management, L.L.C. located?

Secure Asset Management, L.L.C. is based in Troy, MI and has been SEC-registered since 2018.

Does Secure Asset Management, L.L.C. disclose fund performance?

Secure Asset Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2565 West Maple Rd, Troy, MI 48084
Phone248-414-1562
Fax248-414-1521
Office hours8:30 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$824.7M
Non-discretionary$65.3M
Total (RAUM)$890M