Secure Retirement Financial & Insurance Services Corp.
Secure Retirement Financial & Insurance Services Corp. is an SEC-registered mass-market adviser in San Ramon, CA with $102.0M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Secure Retirement Financial & Insurance Services Corp.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132777, SEC 801-125823, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $102.0M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- San Ramon, CA
- Employees
- 5
- Clients
- 211
- CRD
- 132777
- Ownership
- MOREY, RICHARD, REE; WARREN, JEFFREY, MICHAEL; Morey, Sherry, Diane; RICHARD AND SHERRY MOREY LIVING TRUST; Eriksson, Peter
How much AUM does Secure Retirement Financial & Insurance Services Corp. have?
Secure Retirement Financial & Insurance Services Corp. reported $102.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Secure Retirement Financial & Insurance Services Corp.?
Disclosed owners and executives of Secure Retirement Financial & Insurance Services Corp. include MOREY, RICHARD, REE, WARREN, JEFFREY, MICHAEL, Morey, Sherry, Diane, RICHARD AND SHERRY MOREY LIVING TRUST, Eriksson, Peter. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.