RIA Intel›Advisers›Arizona›SECURE INVESTMENT MANAGEMENT, LLC

SECURE INVESTMENT MANAGEMENT, LLC

Advisory

N·TUCSON, AZ

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$38M
1-Year AUM Growth
+18.2%
3-Year CAGR
+1.4%
Employees
12
Assets Under Management
Total AUM$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients825
Team
Total Employees12
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record46
First FilingDec 12, 2014
Latest FilingMar 2, 2026
🔒 Full AUM trend chart and 46 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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