CRD: 132777
Secure Retirement Financial & Insurance Services Corp.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-28-2005
- Office Locations
- 1
Office Locations
About Secure Retirement Financial & Insurance Services Corp.
Secure Retirement Financial & Insurance Services Corp. is a San Ramon, CA retirement-focused advisory providing customized planning and active portfolio management for retirees. Its Income Model targets consistent cash flow from diversified fixed income and income-oriented equities, while its AMMA growth strategy uses quantitative macro signals and volatility-aware, regime-based allocation to manage risk. The firm also educates clients on tax-aware real estate options such as 1031 exchanges; custody via Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD REE MOREY
Financial Advisor, General Partner, President
- CRD
- #2768618
- Ownership
- 50% but less than 75%
JEFFREY MICHAEL WARREN
Registered Representative
- CRD
- #5616071
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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AMBER ALLEN JENKINS
Client Relations Manager
- CRD
- #7590313
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,995,843 | $212,050 |
| Non-Discretionary | $0 | -- |
| Total | $101,995,843 | $212,050 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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