Back to top

Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Secure Asset Management 4 years, 2 months Dec 2011 - Present
Golden Pond Financial 1 year, 3 months Jun 2010 - Sep 2011
Secure Asset Management, LLC 6 years Feb 2010 - Present
Secure Investors Group 9 years, 8 months Oct 2000 - Jun 2010
Are You
Michael R. Cave?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Michael Cave

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Secure Asset Management, LLC

Last updated on Jan. 4, 2016
    • $13.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 360
      Accounts
    • $37.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Solicitor For 3Rd Party Money Managers
Other Advisors in Your Area
  • Kim Miller, CFP®
    Sweetwater Investments Inc
    Redmond, WA
    View Profile
  • Gary A. Brooks Jr.
    Brooks, Hughes & Jones
    Gig Harbor, WA
    View Profile
  • Joe Day, CFA
    Bear Mountain Capital Inc.
    Seattle, WA
    View Profile
  • Elliott Appel
    Directional Financial Services
    Seattle, WA
    View Profile
  • Brian Evans, CPA, PFS
    Madrona Financial Services, LLC
    Everett, WA
    View Profile
  • Luke Collova
    Bear Mountain Capital Inc.
    Seattle, WA
    View Profile