Secure Financial Management

Secure Financial Management (CRD# 169278) is a financial advisory firm headquartered in San Antonio, TX. They manage $281,402,832 in 595 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4630 De Zavala Rd, San Antonio, TX 78229
https://www.facebook.com/sfmplanning.com/
By the Numbers
  • Total Assets Under Management
    281
    MILLION
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $472,946
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Secure Financial Management
Showing 1 - 2 of 2 top financial advisors.
1
Jamin Kirkwood, financial advisor San Antonio TX
Jamin C. Kirkwood
CRD#: 5132589
4242 Medical Drive, Suite 7275, San Antonio, TX 78229

Jamin Kirkwood (CRD# 5132589) is an Investment Advisor Representative working at Secure Financial Management in San Antonio, TX and has over 17 years of experience in the finance industry.

2
Jacob McDonald, financial advisor San Antonio TX
Jacob A. McDonald
CRD#: 7254265
4630 De Zavala Rd, San Antonio, TX 78229

Jacob McDonald (CRD# 7254265) is an Investment Advisor Representative working at Secure Financial Management in San Antonio, TX and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals