Secure Planning
Secure Planning is an SEC-registered mass-market adviser in Portsmouth, NH with $187.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Secure Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 42179, SEC 801-55630, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $187.0M (2026-05-06)
- Firm type
- Mass-Market Adviser
- Location
- Portsmouth, NH
- Employees
- 5
- Clients
- 529
- CRD
- 42179
- Ownership
- EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE; GENDRON, KAREN MARIE; GRONDIN, DANIELLE MARIE; MALLON, EDWARD JOHN JR; DUGAN, LISA ANNE
How much AUM does Secure Planning have?
Secure Planning reported $187.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Secure Planning?
Disclosed owners and executives of Secure Planning include EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE, GENDRON, KAREN MARIE, GRONDIN, DANIELLE MARIE, MALLON, EDWARD JOHN JR, DUGAN, LISA ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.