Secure Financial Management, a small investment advisory firm headquartered in San Antonio, TX, boasts a robust clientele of over 260 individual investors, entrusting the firm with an impressive $220,905,000 in assets under management. With their sole office serving as a hub of financial expertise, Secure Financial Management has established itself as a reputable player in the industry.
Distinguished by their extensive experience in managing employer 401Ks and individual portfolios, Secure Financial Management excels in providing comprehensive financial solutions. The firm's expertise lies in discretionary asset management, ensur...
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Assets Under Mgmt
$220.91M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.