CRD: 141195
Secure Investment Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-2006
- Office Locations
- 18
Office Locations
About Secure Investment Management, LLC
Secure Investment Management (SIM) is an independently owned, fiduciary RIA headquartered in Tucson, Arizona. The firm delivers customized portfolio construction and investment planning focused on retirement outcomes, including risk management and 401(k) rollover guidance. Portfolios are tailored to each client’s goals and circumstances, and the practice includes a Fidelity/NFS custody relationship.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSHUA DAVID MELLBERG
Managing Member, Owner, President
- CRD
- #5174289
- Ownership
- 75% or more
OTTO RAMON BOHON
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
SAM MICHAEL BECKWORTH
Partner
- CRD
- #2968528
SCOTT WILLIAM BLANEY
--
- CRD
- #4112904
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,909,330 | $45,551 |
| Non-Discretionary | $0 | -- |
| Total | $42,909,330 | $45,551 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing