Secure Investment Management, LLC
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Learn more about Secure Investment Management, LLC
Overview
Secure Investment Management, LLC is an advisory firm that has its headquarters in Tucson, Arizona. The company has $36.7 million in assets across 659 client accounts. The company has a small team, including 12 financial advisors. Secure Investment Management, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like bonds, options and equities.
Secure Investment Management, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell choices without requiring the customer's approval. The advisory firm's typical account size is $55,717. The average advisor at Secure Investment Management, LLC administers around 55 client accounts, making it about average in terms of personalization.
The firm's main office is at 7400 N Oracle Rd, Tucson, Arizona 85704. The firm is allowed to provide services to investors across 17 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Secure Investment Management, LLC by the Numbers
$36.7 million
12
659
$55.7 thousand
Fee Structure
Financial advisory fees largely are based on the services offered. However, fee types charged by the company most likely consist of some combination of the following fee types: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
Unavailable
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to retail investors. Out of its 659 clients, Secure Investment Management, LLC's largest client type is retail investors. None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Secure Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Secure Investment Management, LLC
Tucson, AZ
Tucson, AZ
Temecula, CA
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
Olathe, KS
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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