Security Asset Management, Inc.

Security Asset Management, Inc. (CRD# 107162) is a financial advisory firm headquartered in New York, NY. They manage $141,607,179 in 84 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $1,685,800
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, MA, NJ, NY, PA, RI, TX

Financial Advisors at Security Asset Management, Inc.
No Advisor Found.
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