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
By the Numbers
-
Total Assets Under Management281MILLION
-
Total Number of Accounts595ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Secure Financial Management
1
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 (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.
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