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Secure Retirement Financial & Insurance Services Corp. (San Ramon)


Secure Retirement Financial & Insurance Services Corp. is a large advisory firm based in San Ramon. It manages $53 million of regulatory assets for 340 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

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Secure Retirement Financial & Insurance Services Corp provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Secure Retirement Financial & Insurance Services Corp: assets under management

The assets under management (AUM) of Secure Retirement Financial & Insurance Services Corp. is $53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $155.88 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Secure Retirement Financial & Insurance Services Corp. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Ramon

The principal office where Secure Retirement Financial & Insurance Services Corp. performs its advisory services is located at 18 Crow Canyon Court, San Ramon, CA 94583, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-855-4300 or by fax 925-855-4630. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.secureretire.com.


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