| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward J. Mallon Revocable Trust, Edward J Mallon Trustee Control | Owner | Over 75% | 1990 |
| Edward John Jr Mallon Control | President/Trustee | Under 5% | 1990 |
| Julianne Mary Smith | Chief Compliance Officer | Under 5% | 2007 |
Secure Planning, LLC reports $187 million in regulatory assets under management on its Form ADV.
Secure Planning, LLC reports 5 employees.
Secure Planning, LLC is based in Portsmouth, NH and has been SEC-registered since 1998.
Secure Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 42 Middle St, Portsmouth, NH 03801 |
| Phone | 603-433-5515 |
| Fax | 603-433-6023 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $187M |
| Non-discretionary | $0 |
| Total (RAUM) | $187M |