SECURE INVESTMENT MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $42.9M |
| Discretionary | $42.9M100% of AUM |
| Client Accounts | 942 |
| Avg Account Size | $46K |
| Employees | 31 |
| Peak AUM | $117.5MMar 2018 |
| AUM CAGR | -5.3% /yrover 11 yrs · 53 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $43M | +12.1% | +4.9% | 4.8% | |
| Discretionary AUM | $43M | ||||
Key Metrics
| Total AUM | $42.9M |
| Discretionary | $42.9M |
| Employees | 31 |
| Client Accounts | 942 |
| Client Range | 1-10 |
Contact & Location
Address
3067 W. INA ROAD
TUCSON AZ 85741
Phone
520-333-4719
Filing History
53 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$43M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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