Overview
Assets Under Management: $228 million
Headquarters: ST LOUIS PARK, MN
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Frequently Asked Questions
SECURED RETIREMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144239), SECURED RETIREMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
SECURED RETIREMENT ADVISORS, LLC is headquartered in ST LOUIS PARK, MN.
SECURED RETIREMENT ADVISORS, LLC serves 45 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, SECURED RETIREMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SECURED RETIREMENT ADVISORS, LLC manages $228 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, SECURED RETIREMENT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,832
Discretionary Accounts: 1,832
Regulatory Filings
CRD Number: 144239
Filing ID: 1963650
Last Filing Date: 2025-03-20 22:24:00
Website: https://securedretirements.com