Secure Asset Management, LLC

Secure Asset Management, LLC (CRD# 144046) is a financial advisory firm headquartered in Troy, MI. They manage $35,400,000 in 374 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $94,652
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Secure Asset Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jason W. Baird
CRD#: 5565956
2565 West Maple Rd, Troy, MI 48084
93
Wealthminder
score

Jason Baird (CRD# 5565956) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 8 years of experience in the finance industry.

2
Maria E. Bongiovanni
CRD#: 5208444
2565 West Maple Rd, Troy, MI 48084
93
Wealthminder
score

Maria Bongiovanni (CRD# 5208444) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 9 years of experience in the finance industry.

3
William A. Thomas
CRD#: 5091838
2565 West Maple Rd, Troy, MI 48084
93
Wealthminder
score

William Thomas (CRD# 5091838) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 10 years of experience in the finance industry.

4
Randall E. Joseph
CRD#: 6119477
2565 West Maple Rd, Troy, MI 48084
90
Wealthminder
score

Randall Joseph (CRD# 6119477) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 4 years of experience in the finance industry.

5
Karen R. Noonan
CRD#: 5972464
2565 West Maple Rd, Troy, MI 48084
90
Wealthminder
score

Karen Noonan (CRD# 5972464) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 5 years of experience in the finance industry.

6
Michael R. Cave
CRD#: 4183740
2565 West Maple Rd, Troy, MI 48084
83
Wealthminder
score

Michael Cave (CRD# 4183740) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 16 years of experience in the finance industry.

7
Eric C. Spencer
CRD#: 2605945
Bloomfield Hills, MI
83
Wealthminder
score

Eric Spencer (CRD# 2605945) is an Investment Advisor Representative working at Secure Asset Management, LLC in Bloomfield Hills, MI and has over 20 years of experience in the finance industry.

8
Lawrence C. Spencer
CRD#: 2150332
2565 West Maple Rd, Troy, MI 48084
83
Wealthminder
score

Lawrence Spencer (CRD# 2150332) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 18 years of experience in the finance industry.

9
Kenneth W. Wittenberg
CRD#: 2571037
2565 West Maple Rd, Troy, MI 48084
73
Wealthminder
score

Kenneth Wittenberg (CRD# 2571037) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 21 years of experience in the finance industry.

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