$187.0M Total AUM
$187.0M Disc. AUM
6.7% 3Y CAGR
5 Employees
529 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-04-1997
- Office Locations
- 2
Office Locations
23 High Street Portsmouth NH
42 Middle Street Portsmouth NH
About Secure Planning, LLC
Secure Planning, LLC is a Portsmouth-based RIA with 2 offices. The firm has been operating for 29 years. Managing $187.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and SEI.
Team overview
45 AVG AGE
$62.3M AVG AUM / ADVISOR
$353.5K AVG AUM / CLIENT
19.1 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
LISA ANNE DUGAN
Broker
- CRD
- #2979629
- Ownership
- Less than 5%
Available
Available
Available
K
KAREN MARIE GENDRON
Finop
- CRD
- #1503330
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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JUSTIN DALE FINN
Investment Advisor
- CRD
- #4602403
Available
Available
Available
ROSE ELIZABETH GILDAY
Broker
- CRD
- #6462969
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,014,564 | $221,057 |
| Non-Discretionary | $0 | -- |
| Total | $187,014,564 | $221,057 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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