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SECURE INVESTMENT MANAGEMENT, LLC
CRD 141195 · SEC 801-80752
3067 W. INA ROAD, #125, TUCSON, AZ, 85741, United States
Phone
520-333-4719
Fax
520-333-4331
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$42.9M
Discretionary AUM
$42.9M
Team
31 total employees; 20 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 938 | $37.4M |
| High net worth individuals | 4 | $5.5M |
States served
AZ, AR, CA, CO, GA, IL, KS, MD, MI, MN, NE, NM, NY, NC, OK, UT, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD