Assets Under Management
$38.3M
Number of Clients
825
Number of Advisors
16
Average Client AUM
$46K
AUM per Advisor
$2.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Secure Investment Management offers investment advisory, consulting, and financial planning services. They manage client accounts based on individual objectives, using diversified, low-cost portfolios. They also offer model portfolios through Dimensional Fund Advisors and SMAs through Orion Portfolio Solutions. Financial planning services include comprehensive plans and hourly consulting.
3067 W. Ina Road, #125, Tucson, AZ, 85741