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Home > Retirement Planners > arizona > tucson > SECURE INVESTMENT MANAGEMENT, LLC
SECURE INVESTMENT MANAGEMENT, LLC
7400 N Oracle Rd
Suite 150-418
Tucson, Arizona 85704
Tel: 520-333-4719
About SECURE INVESTMENT MANAGEMENT, LLC
SECURE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as SECURE INVESTMENT MANAGEMENT, LLC. The firm was established in 01/08/2015. They have over 1 offices throughout the country.
SECURE INVESTMENT MANAGEMENT, LLC is a Tucson, Arizona based Financial Planning firm with nearly $32,406,000 assets under management, offering retirement planning & investment advisory services to 614 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141195 |
| SEC# | 801-80752 |
| Assets Managed by Firm | $32,406,000 |
| No. of Clients | 614 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ADVICE REGARDING REITS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 614 | $32,406,000 |
| Individuals (other than high net worth individuals) | 426 | $29,000,000 |
| High net worth individuals | 2 | $2,500,000 |
| Pension and profit sharing plans | 1 | $900,000 |
| Corporations or other businesses | 1 | $6,000 |
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|---|---|---|---|
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
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