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SECURA FINANCIAL

SECURA FINANCIAL, LLC

CRD 137324 · SEC 801-113072

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333 CITY BOULEVARD WEST,, SUITE 2050, ORANGE, CA, 92868-2944, United States

Phone

714-704-6616

Fax

714-704-1513

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$319.9M

Discretionary AUM

$319.9M

Team

8 total employees; 8 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals245$60.8M
High net worth individuals428$256.7M
Pension/profit sharing plans7$2.4M
Charitable organizations1$95K

States served

CA

All web addresses on file

Official SEC filing: View on IAPD