SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.
CRD #132777 SEC #801-125823 SAN RAMON, CA 925-855-4300
SEC Registered
Total AUM
$92.4M
Discretionary
$92.4M
Employees
5
Clients
101
Accounts
446
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $92.4M | $92.4M | $0 | 5 | 0 |
| Sep 2025 | $92.4M | $92.4M | $0 | 5 | 0 |
| May 2025 | $84.7M | $84.7M | $0 | 5 | 0 |
| May 2025 | $84.7M | $84.7M | $0 | 5 | 0 |
| Mar 2025 | $84.7M | $84.7M | $0 | 5 | 0 |
| Mar 2025 | $96.6M | $96.6M | $0 | 5 | 0 |
| Oct 2024 | $96.6M | $96.6M | $0 | 5 | 0 |
| Aug 2024 | $96.6M | $96.6M | $0 | 5 | 0 |
| May 2024 | $96.6M | $96.6M | $0 | 5 | 0 |
| Mar 2024 | $96.6M | $96.6M | $0 | 6 | 0 |
| Feb 2024 | $101.3M | $101.3M | $0 | 6 | 0 |
| Jun 2023 | $101.3M | $101.3M | $0 | 5 | 0 |
| Mar 2023 | $101.3M | $101.3M | $0 | 5 | 0 |
| Mar 2023 | $101.3M | $101.3M | $0 | 5 | 0 |
| Dec 2022 | $100.5M | $100.5M | $0 | 5 | 0 |
| Jul 2022 | $100.5M | $100.5M | $0 | 5 | 0 |
| May 2022 | $100.5M | $100.5M | $0 | 5 | 0 |
| Jan 2011 | $53M | $53M | $0 | 5 | -- |
| Jan 2011 | $53M | $53M | $0 | 5 | -- |
| Mar 2010 | $53M | $53M | $0 | 5 | -- |
DateNov 2025
Total AUM$92.4M
Discretionary$92.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$92.4M
Discretionary$92.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$84.7M
Discretionary$84.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2011
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--