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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-13-2010
- Office Locations
- 1
Office Locations
About Securawealth
SecuraWealth Investment Strategies is an independent fiduciary providing holistic financial planning and strategic investment management for busy professionals, sophisticated high-net-worth individuals, and small business owners. Since 2000, the team has built custom, value-focused portfolios emphasizing purchase price and diversification, often implemented with ETFs. Known for low-fee, no-commission advice and a deliberately limited client base for high-touch service.
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Owner & Executives
JEFFREY MARK EISENBERG
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4170404
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,739,628 | -- |
| Non-Discretionary | $12,603,085 | -- |
| Total | $22,342,713 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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