SECURE ASSET MANAGEMENT, L.L.C.
CRD #144046 SEC #801-113954 TROY, MI 248-414-1562
SEC Registered
Total AUM
$890M
Discretionary
$824.7M
Employees
55
Clients
26
Accounts
4,714
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $890M | $824.7M | $65.3M | 55 | 0 |
| Oct 2025 | $890M | $824.7M | $65.3M | 53 | 0 |
| Sep 2025 | $890M | $824.7M | $65.3M | 52 | 0 |
| Jul 2025 | $890M | $824.7M | $65.3M | 52 | 0 |
| Jun 2025 | $890M | $824.7M | $65.3M | 51 | 0 |
| May 2025 | $890M | $824.7M | $65.3M | 49 | 0 |
| Apr 2025 | $890M | $824.7M | $65.3M | 49 | 0 |
| Apr 2025 | $890M | $824.7M | $65.3M | 49 | 0 |
| Mar 2025 | $890M | $824.7M | $65.3M | 48 | 0 |
| Feb 2025 | $890M | $824.7M | $65.3M | 48 | 0 |
| Jan 2025 | $599.6M | $557.8M | $41.8M | 48 | 0 |
| Nov 2024 | $599.6M | $557.8M | $41.8M | 48 | 0 |
| Sep 2024 | $599.6M | $557.8M | $41.8M | 48 | 0 |
| Jul 2024 | $599.6M | $557.8M | $41.8M | 48 | 0 |
| Jun 2024 | $599.6M | $557.8M | $41.8M | 47 | 0 |
| Jun 2024 | $599.6M | $557.8M | $41.8M | 46 | 0 |
| May 2024 | $599.6M | $557.8M | $41.8M | 46 | 0 |
| Apr 2024 | $599.6M | $557.8M | $41.8M | 43 | 0 |
| Apr 2024 | $599.6M | $557.8M | $41.8M | 43 | 0 |
| Apr 2024 | $599.6M | $557.8M | $41.8M | 42 | 0 |
| Mar 2024 | $599.6M | $557.8M | $41.8M | 41 | 0 |
| Mar 2024 | $599.6M | $557.8M | $41.8M | 42 | 0 |
| Feb 2024 | $440M | $396.7M | $43.3M | 42 | 278 |
| Feb 2024 | $440M | $396.7M | $43.3M | 42 | 278 |
| Nov 2023 | $440M | $396.7M | $43.3M | 41 | 278 |
| Oct 2023 | $440M | $396.7M | $43.3M | 41 | 278 |
| Oct 2023 | $440M | $396.7M | $43.3M | 41 | 278 |
| Aug 2023 | $440M | $396.7M | $43.3M | 40 | 278 |
| Aug 2023 | $440M | $396.7M | $43.3M | 39 | 278 |
| Jul 2023 | $440M | $396.7M | $43.3M | 39 | 278 |
| Apr 2023 | $440M | $396.7M | $43.3M | 38 | 278 |
| Apr 2023 | $440M | $396.7M | $43.3M | 37 | 278 |
| Mar 2023 | $440M | $396.7M | $43.3M | 36 | 278 |
| Feb 2023 | $387.3M | $342.9M | $44.4M | 23 | 37 |
| Dec 2022 | $387.3M | $342.9M | $44.4M | 23 | 37 |
| Nov 2022 | $387.3M | $342.9M | $44.4M | 24 | 37 |
| Nov 2022 | $387.3M | $342.9M | $44.4M | 24 | 37 |
| Nov 2022 | $387.3M | $342.9M | $44.4M | 24 | 37 |
| Oct 2022 | $387.3M | $342.9M | $44.4M | 24 | 37 |
| Oct 2022 | $387.3M | $342.9M | $44.4M | 23 | 37 |
| Sep 2022 | $387.3M | $342.9M | $44.4M | 24 | 37 |
| Sep 2022 | $387.3M | $342.9M | $44.4M | 23 | 37 |
| Jul 2022 | $387.3M | $342.9M | $44.4M | 23 | 37 |
| Jun 2022 | $387.3M | $342.9M | $44.4M | 23 | 37 |
| Jun 2022 | $387.3M | $342.9M | $44.4M | 23 | 37 |
| May 2022 | $387.3M | $342.9M | $44.4M | 21 | 37 |
| Apr 2022 | $387.3M | $342.9M | $44.4M | 21 | 37 |
| Mar 2022 | $387.3M | $342.9M | $44.4M | 21 | 37 |
| Oct 2021 | $244.9M | $240M | $4.8M | 21 | 47 |
| Oct 2021 | $244.9M | $240M | $4.8M | 20 | 47 |
| Sep 2021 | $244.9M | $240M | $4.8M | 16 | 47 |
| Sep 2021 | $244.9M | $240M | $4.8M | 16 | 47 |
| Jul 2021 | $244.9M | $240M | $4.8M | 16 | 47 |
| Jul 2021 | $244.9M | $240M | $4.8M | 17 | 47 |
| Jul 2021 | $244.9M | $240M | $4.8M | 17 | 47 |
| Jun 2021 | $244.9M | $240M | $4.8M | 17 | 47 |
| May 2021 | $244.9M | $240M | $4.8M | 16 | 47 |
| May 2021 | $244.9M | $240M | $4.8M | 16 | 47 |
| Apr 2021 | $244.9M | $240M | $4.8M | 16 | 47 |
| Mar 2021 | $244.9M | $240M | $4.8M | 16 | 47 |
| Feb 2021 | $220.4M | $220.4M | $0 | 16 | 0 |
| Feb 2021 | $220.4M | $220.4M | $0 | 16 | 0 |
| Jan 2021 | $220.4M | $220.4M | $0 | 16 | 0 |
| Jan 2021 | $220.4M | $220.4M | $0 | 16 | 0 |
| Sep 2020 | $220.4M | $220.4M | $0 | 16 | 0 |
| Jul 2020 | $220.4M | $220.4M | $0 | 16 | 0 |
| Jul 2020 | $220.4M | $220.4M | $0 | 16 | 0 |
| Jul 2020 | $220.4M | $220.4M | $0 | 16 | 0 |
| Jul 2020 | $220.4M | $220.4M | $0 | 15 | 0 |
| Jun 2020 | $220.4M | $220.4M | $0 | 16 | 0 |
| Jun 2020 | $220.4M | $220.4M | $0 | 16 | 0 |
| Apr 2020 | $220.4M | $220.4M | $0 | 16 | 0 |
| Mar 2020 | $220.4M | $220.4M | $0 | 16 | 0 |
| Mar 2020 | $193.8M | $190.8M | $3M | 16 | 0 |
| Aug 2019 | $193.8M | $190.8M | $3M | 16 | 0 |
| Jul 2019 | $193.8M | $190.8M | $3M | 16 | 0 |
| Jun 2019 | $193.8M | $190.8M | $3M | 16 | 0 |
| May 2019 | $193.8M | $190.8M | $3M | 16 | 0 |
| Apr 2019 | $193.8M | $190.8M | $3M | 16 | 0 |
| Mar 2019 | $193.8M | $190.8M | $3M | 16 | 0 |
| Mar 2019 | $193.8M | $190.8M | $3M | 15 | 0 |
| Nov 2018 | $102.3M | $102.3M | $0 | 15 | 0 |
| Oct 2018 | $102.3M | $102.3M | $0 | 14 | 0 |
| Oct 2018 | $102.3M | $102.3M | $0 | 14 | 0 |
| Oct 2018 | $102.3M | $102.3M | $0 | 14 | 0 |
| Oct 2018 | $102.3M | $102.3M | $0 | 14 | 0 |
| Sep 2018 | $102.3M | $102.3M | $0 | 13 | 0 |
| Sep 2018 | $102.3M | $102.3M | $0 | 13 | 0 |
| Aug 2018 | $102.3M | $102.3M | $0 | 13 | 0 |
| Aug 2018 | $102.3M | $102.3M | $0 | 13 | 0 |
| Aug 2018 | $102.3M | $102.3M | $0 | 13 | 0 |
| Aug 2018 | $102.3M | $102.3M | $0 | 12 | 0 |
DateDec 2025
Total AUM$890M
Discretionary$824.7M
Non-Disc.$65.3M
Employees55
Clients0
DateOct 2025
Total AUM$890M
Discretionary$824.7M
Non-Disc.$65.3M
Employees53
Clients0
DateSep 2025
Total AUM$890M
Discretionary$824.7M
Non-Disc.$65.3M
Employees52
Clients0
DateJul 2025
Total AUM$890M
Discretionary$824.7M
Non-Disc.$65.3M
Employees52
Clients0
DateJun 2025
Total AUM$890M
Discretionary$824.7M
Non-Disc.$65.3M
Employees51
Clients0
DateMay 2025
Total AUM$890M
Discretionary$824.7M
Non-Disc.$65.3M
Employees49
Clients0
DateApr 2025
Total AUM$890M
Discretionary$824.7M
Non-Disc.$65.3M
Employees49
Clients0
DateApr 2025
Total AUM$890M
Discretionary$824.7M
Non-Disc.$65.3M
Employees49
Clients0
DateMar 2025
Total AUM$890M
Discretionary$824.7M
Non-Disc.$65.3M
Employees48
Clients0
DateFeb 2025
Total AUM$890M
Discretionary$824.7M
Non-Disc.$65.3M
Employees48
Clients0
DateJan 2025
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees48
Clients0
DateNov 2024
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees48
Clients0
DateSep 2024
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees48
Clients0
DateJul 2024
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees48
Clients0
DateJun 2024
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees47
Clients0
DateJun 2024
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees46
Clients0
DateMay 2024
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees46
Clients0
DateApr 2024
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees43
Clients0
DateApr 2024
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees43
Clients0
DateApr 2024
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees42
Clients0
DateMar 2024
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees41
Clients0
DateMar 2024
Total AUM$599.6M
Discretionary$557.8M
Non-Disc.$41.8M
Employees42
Clients0
DateFeb 2024
Total AUM$440M
Discretionary$396.7M
Non-Disc.$43.3M
Employees42
Clients278
DateFeb 2024
Total AUM$440M
Discretionary$396.7M
Non-Disc.$43.3M
Employees42
Clients278
DateNov 2023
Total AUM$440M
Discretionary$396.7M
Non-Disc.$43.3M
Employees41
Clients278
DateOct 2023
Total AUM$440M
Discretionary$396.7M
Non-Disc.$43.3M
Employees41
Clients278
DateOct 2023
Total AUM$440M
Discretionary$396.7M
Non-Disc.$43.3M
Employees41
Clients278
DateAug 2023
Total AUM$440M
Discretionary$396.7M
Non-Disc.$43.3M
Employees40
Clients278
DateAug 2023
Total AUM$440M
Discretionary$396.7M
Non-Disc.$43.3M
Employees39
Clients278
DateJul 2023
Total AUM$440M
Discretionary$396.7M
Non-Disc.$43.3M
Employees39
Clients278
DateApr 2023
Total AUM$440M
Discretionary$396.7M
Non-Disc.$43.3M
Employees38
Clients278
DateApr 2023
Total AUM$440M
Discretionary$396.7M
Non-Disc.$43.3M
Employees37
Clients278
DateMar 2023
Total AUM$440M
Discretionary$396.7M
Non-Disc.$43.3M
Employees36
Clients278
DateFeb 2023
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees23
Clients37
DateDec 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees23
Clients37
DateNov 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees24
Clients37
DateNov 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees24
Clients37
DateNov 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees24
Clients37
DateOct 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees24
Clients37
DateOct 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees23
Clients37
DateSep 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees24
Clients37
DateSep 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees23
Clients37
DateJul 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees23
Clients37
DateJun 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees23
Clients37
DateJun 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees23
Clients37
DateMay 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees21
Clients37
DateApr 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees21
Clients37
DateMar 2022
Total AUM$387.3M
Discretionary$342.9M
Non-Disc.$44.4M
Employees21
Clients37
DateOct 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees21
Clients47
DateOct 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees20
Clients47
DateSep 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees16
Clients47
DateSep 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees16
Clients47
DateJul 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees16
Clients47
DateJul 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees17
Clients47
DateJul 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees17
Clients47
DateJun 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees17
Clients47
DateMay 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees16
Clients47
DateMay 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees16
Clients47
DateApr 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees16
Clients47
DateMar 2021
Total AUM$244.9M
Discretionary$240M
Non-Disc.$4.8M
Employees16
Clients47
DateFeb 2021
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateFeb 2021
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateJan 2021
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateJan 2021
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateSep 2020
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateJul 2020
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateJul 2020
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateJul 2020
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateJul 2020
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateJun 2020
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateApr 2020
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$193.8M
Discretionary$190.8M
Non-Disc.$3M
Employees16
Clients0
DateAug 2019
Total AUM$193.8M
Discretionary$190.8M
Non-Disc.$3M
Employees16
Clients0
DateJul 2019
Total AUM$193.8M
Discretionary$190.8M
Non-Disc.$3M
Employees16
Clients0
DateJun 2019
Total AUM$193.8M
Discretionary$190.8M
Non-Disc.$3M
Employees16
Clients0
DateMay 2019
Total AUM$193.8M
Discretionary$190.8M
Non-Disc.$3M
Employees16
Clients0
DateApr 2019
Total AUM$193.8M
Discretionary$190.8M
Non-Disc.$3M
Employees16
Clients0
DateMar 2019
Total AUM$193.8M
Discretionary$190.8M
Non-Disc.$3M
Employees16
Clients0
DateMar 2019
Total AUM$193.8M
Discretionary$190.8M
Non-Disc.$3M
Employees15
Clients0
DateNov 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees15
Clients0
DateOct 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees14
Clients0
DateOct 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees14
Clients0
DateOct 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees14
Clients0
DateOct 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees14
Clients0
DateSep 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees13
Clients0
DateSep 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees13
Clients0
DateAug 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees13
Clients0
DateAug 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees13
Clients0
DateAug 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees13
Clients0
DateAug 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees12
Clients0