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SECURE ASSET MANAGEMENT, L.L.C.
CRD 144046File 801-113954
APPROVED
Retail clients
Disclosure events
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$870.6M
Above cohort median (national)
Discretionary AUM
$788.7M
Non-discretionary $81.9M
Clients
2,877
4,609 accounts
Employees
54
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 7, 2018
- Principal office
- 2565 WEST MAPLE RD, TROY, MI, 48084
- Phone
- 248-414-1562
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $870.6M
- Discretionary AUM
- $788.7M
- Non-discretionary AUM
- $81.9M
- Discretionary accounts
- 4,144
- Non-discretionary accounts
- 465
- Total accounts
- 4,609
- AUM per client
- $303K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 233 | $506.8M |
| Individuals (other than high net worth individuals) | 2,644 | $363.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SOLICITOR FOR 3RD PARTY MONEY MANAGERS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11A1
- Q11A2
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.