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SECURA FINANCIAL
Tel: 714-704-6616
333 City Boulevard West, Suite 2050
Orange, California 92868-2944
SECURA FINANCIAL
SECURA FINANCIAL is a Orange, California based financial advisory firm with nearly $230,449,000 in assets under management and provides investment advisory services for 1123 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEE
Firm CRD#:
137324
SEC#:
801-113072
No. of Clients:
1123
Assets under Management
$230,449,000
No. of Advisors:
10
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