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Otto Ramon Bohon

SECURE INVESTMENT MANAGEMENT, LLC·TUCSON, Arizona
Unclaimed Profile
7400 N ORACLE RD, TUCSON, AZ 85704CRD# 5677597Firm CRD# 141195
01

About

Otto Ramon Bohon is a registered financial advisor based in TUCSON, Arizona, affiliated with SECURE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SECURE INVESTMENT MANAGEMENT, LLC
SECURE INVESTMENT MANAGEMENT, LLC
AUM
$32M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SECURE INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5677597
Firm CRD# 141195
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Otto Ramon Bohon offer?
Otto Ramon Bohon specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Otto Ramon Bohon's credentials?
Otto Ramon Bohon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Otto Ramon Bohon located?
Otto Ramon Bohon is based in TUCSON, Arizona, working with SECURE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Otto Ramon Bohon charge for services?
Otto Ramon Bohon's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURE INVESTMENT MANAGEMENT, LLC?
SECURE INVESTMENT MANAGEMENT, LLC has approximately 12 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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