SECURE PLANNING, LLC
Doing business as SECURE PLANNING. SEC Form ADV profile.
Total regulatory AUM
$187,014,564
Discretionary
$187,014,564
Non-discretionary
$0
Firm details
- CRD number
- 42179
- SEC file number
- 801-55630
- Main office
- PORTSMOUTH, NH, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of November 2026.