Secure Investment Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

141195

SEC number

801-80752

Firm type

RIA

Assets under management

$42.9M as of Jun 10, 2026

Website

www.secureinvestmentmanagement.com ↗

Phone

520-333-4719

Address

3067 W. Ina Road, Tucson, AZ, 85741

Advisors at this firm

19 in our index · page 1 of 1

• Joseph Michael AlconCRD 3226427 · Coachella, CA
  IA RegisteredRegistration inactive
• Sam Michael BeckworthCRD 2968528 · Clovis, CA
  IA Registered
• Scott William BlaneyCRD 4112904 · San Clemente, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jon Lewis BowlesCRD 2862432 · Woodland Hills, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Clark David DearmondCRD 1883091 · Encinitas, CA
  IA Registered
  Disclosure event(s) on record
• Jimmy DiepCRD 5945719 · San Jose, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Loy Douglas HoltCRD 709410 · Roseville, CA
  IA Registered
  Disclosure event(s) on record
• Michael Dean HerzogCRD 8195182 · Chula Vista, CA
  IA RegisteredRegistration inactive
• John Timothy KeefeCRD 2199780 · Tucson, AZ
  IA Registered
• Jared Loyd KeatingCRD 4122385 · Tucson, AZ
  IA RegisteredRegistration inactive
• Aridai LopezCRD 6744625 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Edward Joseph MacpheeCRD 5476050 · San Diego, CA
  IA RegisteredRegistration inactive
• Joshua David MellbergCRD 5174289 · Tucson, AZ
  IA Registered
  Disclosure event(s) on record
• Mark Angelo Palanca MesinaCRD 7793247 · Concord, CA
  IA RegisteredRegistration inactive
• Michael S ParkinCRD 7940857 · Hollister, CA
  IA Registered
• Janice Marie PowellCRD 4519492 · Tucson, AZ
  IA RegisteredRegistration inactive
• Dianne ShumwayCRD 7221965 · Rancho Palos Verdes, CA
  IA RegisteredRegistration inactive
• Shkira SinghCRD 4318894 · Granada Hills, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Anthony SmithCRD 6983931 · Oakland, CA
  IA Registered
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.