SECURE ASSET MANAGEMENT, L.L.C.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $870.6M |
| Discretionary | $788.7M91% of AUM |
| Non-Discretionary | $81.9M |
| Client Accounts | 4,609 |
| Avg Account Size | $189K |
| Employees | 54 |
| Peak AUM | $890.0MFeb 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $871M | 2.2% | +25.5% | +28.9% | |
| Discretionary AUM | $789M | ||||
Key Metrics
| Total AUM | $870.6M |
| Discretionary | $788.7M |
| Employees | 54 |
| Client Accounts | 4609 |
| Client Range | 51-100 |
Contact & Location
Address
2565 WEST MAPLE RD
TROY MI 48084
Phone
248-414-1562
Filing History
99 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$789M
90.6% of AUM
Non-Discretionary
$82M
9.4% of AUM
Disc. mix ▼ 2.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Jun 2025
•Felony conviction
Related Entities (Item 7)
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