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SECURE PLANNING

Tel: 603-433-5515
42 Middle St
Portsmouth, New Hampshire  03801

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SECURE PLANNING

SECURE PLANNING is a Portsmouth, New Hampshire based financial advisory firm with nearly $169,334,279 in assets under management and provides investment advisory services for 868 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm CRD#:

42179

SEC#:

801-55630

No. of Clients:

868

Assets under Management

$169,334,279

No. of Advisors:

6

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