Unclaimed Profile

Otto Ramon Bohon

SECURE INVESTMENT MANAGEMENT, LLC·TUCSON, Arizona

SECURE INVESTMENT MANAGEMENT, LLC

7400 N ORACLE RD, TUCSON, AZ 85704CRD# 5677597Firm CRD# 141195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Otto Ramon Bohon · TUCSON, AZ

Registration

CRD #5677597 · SECURE INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SECURE INVESTMENT MANAGEMENT, LLC

AUM

$32M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SECURE INVESTMENT MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5677597

Firm CRD# 141195

View on FINRA BrokerCheck →

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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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