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Building 2SECURE INVESTMENT MANAGEMENT, LLC

Map pinTUCSON, AZ
Phone520-333-4719
NotebookSEC #801-80752
Total AUM
$42.9M
Employees
31
Clients
942

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3067 W. INA ROAD
#125
TUCSON
AZ 85741
United States
Operating Hours
CALL FOR AN APPOINTMENT
Monday - Friday
Phone
520-333-4719
Other Offices
4

ReceiptFinancials

Total AUM
$42.9M
Accounts
942
Discretionary
$42.9M
Accounts
942
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
938
AUM
$37.4M
HNW Individual Clients
4
AUM
$5.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
ARAZCACOFLGAILKSMDMIMNNCNENYOKTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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