Security Asset Management, Inc.
Security Asset Management, Inc. (CRD# 107162) is a financial advisory firm headquartered in New York, NY. They manage $150,902,171 in 85 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management151MILLION
Total Number of Accounts85ACCOUNTS
Average Account Value$1,775,320
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, MA, NJ, NY, PA, RI, TX