SECURE PLANNING, LLC
Legal name: SECURE PLANNING
CRD #42179 SEC #801-55630 PORTSMOUTH, NH 603-433-5515
SEC Registered Broker-Dealer
Total AUM
$169.3M
Discretionary
$169.3M
Employees
6
Clients
10
Accounts
868
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $169.3M | $169.3M | $0 | 6 | 0 |
| Jul 2024 | $163.1M | $163.1M | $0 | 6 | 0 |
| Mar 2024 | $163.1M | $163.1M | $0 | 6 | 0 |
| Mar 2023 | $152.3M | $152.3M | $0 | 6 | 0 |
| Feb 2022 | $176.7M | $176.7M | $0 | 6 | 0 |
| Mar 2021 | $161.1M | $161.1M | $0 | 6 | 0 |
| Jun 2020 | $144.1M | $144.1M | $0 | 6 | 0 |
| Mar 2020 | $144.1M | $144.1M | $0 | 6 | 0 |
| Apr 2019 | $132.1M | $132.1M | $0 | 8 | 0 |
| Feb 2019 | $132.1M | $132.1M | $0 | 8 | 0 |
| Dec 2018 | $140.6M | $140.6M | $0 | 9 | 0 |
| Aug 2018 | $140.6M | $140.6M | $0 | 9 | 0 |
| Feb 2018 | $140.6M | $140.6M | $0 | 9 | 0 |
| Feb 2018 | $140.6M | $140.6M | $0 | 9 | 0 |
| Feb 2017 | $120.2M | $120.2M | $0 | 8 | 413 |
| Feb 2017 | $120.2M | $120.2M | $0 | 8 | 413 |
| Mar 2016 | $118.9M | $118.9M | $0 | 8 | 500 |
| Mar 2015 | $137.1M | $137.1M | $0 | 9 | 500 |
| Feb 2014 | $127.1M | $127.1M | $0 | 9 | 600 |
| Dec 2013 | $120.9M | $120.9M | $0 | 6 | 700 |
| Sep 2013 | $120.9M | $120.9M | $0 | 6 | 700 |
| Jun 2013 | $120.9M | $120.9M | $0 | 6 | 700 |
| Feb 2013 | $120.9M | $120.9M | $0 | 6 | 700 |
| Jan 2013 | $118.2M | $118.2M | $0 | 9 | 700 |
| Feb 2012 | $118.2M | $118.2M | $0 | 6 | 700 |
| Nov 2011 | $121.7M | $121.7M | $0 | 6 | 251 |
| Mar 2011 | $121.7M | $121.7M | $0 | 10 | -- |
| Feb 2011 | $121.7M | $121.7M | $0 | 10 | -- |
| Jan 2011 | $121.7M | $121.7M | $0 | 10 | -- |
| Jan 2011 | $107.3M | $107.3M | $0 | 10 | -- |
| Nov 2010 | $107.3M | $107.3M | $0 | 10 | -- |
| Jan 2010 | $107.3M | $107.3M | $0 | 10 | -- |
| Oct 2009 | $200.8M | $200.8M | $0 | 10 | -- |
| Jun 2007 | $116.3M | $116.3M | $0 | 10 | -- |
| Jan 2007 | $116.3M | $116.3M | $0 | 10 | -- |
| Mar 2006 | $117.3M | $117.3M | $0 | 10 | -- |
| Apr 2002 | $109.8M | $0 | $109.8M | 10 | -- |
DateJan 2025
Total AUM$169.3M
Discretionary$169.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2019
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees8
Clients0
DateDec 2018
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees9
Clients0
DateAug 2018
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees9
Clients0
DateFeb 2017
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees8
Clients413
DateFeb 2017
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees8
Clients413
DateMar 2016
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees8
Clients500
DateMar 2015
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees9
Clients500
DateFeb 2014
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees9
Clients600
DateDec 2013
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees6
Clients700
DateSep 2013
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees6
Clients700
DateJun 2013
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees6
Clients700
DateFeb 2013
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees6
Clients700
DateJan 2013
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees9
Clients700
DateFeb 2012
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees6
Clients700
DateNov 2011
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees6
Clients251
DateMar 2011
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees10
Clients--
DateJun 2007
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$109.8M
Discretionary$0
Non-Disc.$109.8M
Employees10
Clients--