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SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

Advisory

N·SAN RAMON, CA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM
$102M
1-Year AUM Growth
-4.7%
3-Year CAGR
+4.4%
Employees
3
Assets Under Management
Total AUM$102M
Discretionary AUM$102M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients205
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingFeb 14, 2008
Latest FilingApr 1, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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