SECURE INVESTMENT MANAGEMENT, LLC

TUCSON, Arizona·6 registered advisors·CRD# 141195
SEC# 801-807520520-333-4719
01

Firm Overview

AUM
$32M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SECURE INVESTMENT MANAGEMENT, LLC

6 registered advisors
Brent Matthew
TUCSON, Arizona
Dan Edward Morgan
TUCSON, Arizona
David Michael Robinson
TUCSON, Arizona
Joshua David Mellberg
TUCSON, Arizona
Kenneth Lepore
TUCSON, Arizona
Otto Ramon Bohon
TUCSON, Arizona
05

Office Locations

TUCSON, Arizona
6 advisors

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Data sourced from SEC Form ADV filings. SECURE INVESTMENT MANAGEMENT, LLC (CRD# 141195) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.