SECURED RETIREMENT ADVISORS, LLC
CRD #144239 SEC #801-121760 ST LOUIS PARK, MN (952) 460-3260
SEC Registered
Total AUM
$228.2M
Discretionary
$228.2M
Employees
9
Clients
0
Accounts
1,832
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $228.2M | $228.2M | $0 | 9 | 0 |
| Feb 2025 | $228.2M | $228.2M | $0 | 9 | 0 |
| Jun 2024 | $190.4M | $190.4M | $0 | 11 | 0 |
| Mar 2024 | $190.4M | $190.4M | $0 | 11 | 0 |
| Feb 2023 | $146.2M | $146.2M | $0 | 8 | 0 |
| Nov 2022 | $139.5M | $119.3M | $20.2M | 11 | 0 |
| Jul 2022 | $139.5M | $119.3M | $20.2M | 11 | 0 |
| Feb 2022 | $139.5M | $119.3M | $20.2M | 11 | 0 |
| Feb 2022 | $139.5M | $119.3M | $20.2M | 11 | 0 |
| Aug 2021 | $122.2M | $122.2M | $0 | 6 | 0 |
| Jul 2021 | $122.2M | $122.2M | $0 | 6 | 0 |
| Jun 2021 | $122.2M | $122.2M | $0 | 6 | 0 |
| Jun 2021 | $122.2M | $122.2M | $0 | 6 | 0 |
| Jun 2021 | $122.2M | $122.2M | $0 | 6 | 0 |
DateMar 2025
Total AUM$228.2M
Discretionary$228.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2025
Total AUM$228.2M
Discretionary$228.2M
Non-Disc.$0
Employees9
Clients0
DateJun 2024
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees11
Clients0
DateFeb 2023
Total AUM$146.2M
Discretionary$146.2M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$139.5M
Discretionary$119.3M
Non-Disc.$20.2M
Employees11
Clients0
DateJul 2022
Total AUM$139.5M
Discretionary$119.3M
Non-Disc.$20.2M
Employees11
Clients0
DateFeb 2022
Total AUM$139.5M
Discretionary$119.3M
Non-Disc.$20.2M
Employees11
Clients0
DateFeb 2022
Total AUM$139.5M
Discretionary$119.3M
Non-Disc.$20.2M
Employees11
Clients0
DateAug 2021
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees6
Clients0