SECURE INVESTMENT MANAGEMENT, LLC

TUCSON, Arizona·5 registered advisors·CRD# 141195
SEC# 801-807520520-333-4719
01

Firm Overview

AUM
$32M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
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

5 registered advisors
Brent Matthew
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
5 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.