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Secured Retirement Advisors, LLC

● SEC registered since 2021CRD 144239SEC# 801-121760St Louis Park, MN
Export (members)
Reg. AUM
$228.2M
Employees
9
Accounts
1,832
Location
St Louis Park, MN

Secured Retirement Advisors, LLC assets under management

Secured Retirement Advisors, LLC is a registered investment adviser overseen by the SEC based in St Louis Park, MN. The firm has been registered since 2021. It reports $228.2 million in regulatory assets under management and employs 9 people.
www.securedretirements.comView on SEC.gov ↗

Secured Retirement Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Joseph Scott Lucey ControlCeo/Chief Compliance OfficerUnder 5%2007
Secured Retirement Associates, LLC ControlManaging MemberOver 75%2007
Joseph Scott Lucey ControlManaging MemberOver 75%2007

Frequently asked questions

How much does Secured Retirement Advisors, LLC manage?

Secured Retirement Advisors, LLC reports $228.2 million in regulatory assets under management on its Form ADV.

How many employees does Secured Retirement Advisors, LLC have?

Secured Retirement Advisors, LLC reports 9 employees.

Where is Secured Retirement Advisors, LLC located?

Secured Retirement Advisors, LLC is based in St Louis Park, MN and has been SEC-registered since 2021.

Does Secured Retirement Advisors, LLC disclose fund performance?

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

Contact & registration

Address6121 Excelsior Blvd, St Louis Park, MN 55416
Phone(952) 460-3260
Fax(952) 460-3261
Office hours9:00 - 5:00
SEC regionChicago Regional Office (CHRO)
CIK2012356
Discloses disciplinary historyNo

Assets under management

Discretionary$228.2M
Non-discretionary$0
Total (RAUM)$228.2M