Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
4,714 clients
Average Client Portfolio
$189K average
Assets Under Management
$890.0M

Fee Structure

Minimum Investment:None
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Location

10510 Northup Way, Suite 150, Kirkland, WA, 98033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bangjie owns rental property and works as an employee in commercial real estate full-time. Bangjie also serves as a Human Intelligence Collector in the Army National Guard, dedicating about 10-20% of his time.

Employment History
Current Registrations
Secure Asset Management, L.L.C.
March 2025 - Present · 11 mos
Aurora SecuritiesBroker
January 2025 - Present · 1 yr 1 mo
Aurora Securities
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
WA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.