Secure Future Financial Services, Inc. (Dennis)

Secure Future Financial Services, Inc. is an adviser based in Dennis. It manages $16.12 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

Secure Future Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Secure Future Financial Services: assets under management

The assets under management (AUM) of Secure Future Financial Services, Inc. is $16.12 million. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.41 million in discretionary accounts and $3.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $34.66 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Secure Future Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Secure Future Financial Services, Inc.

Christina Worth Kemprecos has been acting as President since 1 Jan 2002. Debra Lee Antel joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christina Worth Kemprecos	President	1 Jan 2002	50% - 75%	4515591
Deborah Elrie Davis	Vice president	1 Jan 2002	25% - 50%	2468258
Anne Elizabeth Christopulos	Vice president & cio	1 Jan 2005	Other	2077885
Debra Lee Antel	Vice president	1 Jan 2006	Other	2096235

Based in Dennis

The principal office where Secure Future Financial Services, Inc. performs its advisory services is located at 811 Route 6 A, Dennis, MA 02638 1067 The mailing address of the firm is P.O. Box 1067, Dennis, MA 02638 1067. It doesn’t run an office outside of the United States.