| Name | Title | Ownership | Since |
|---|---|---|---|
| Janice Marie Powell | Chief Compliance Officer | Under 5% | 2025 |
| Joshua David Mellberg Control | Managing Member/Owner | Over 75% | 2006 |
| Otto Ramon Bohon | Chief Operating Officer | Under 5% | 2021 |
Secure Investment Management, LLC reports $38.3 million in regulatory assets under management on its Form ADV.
Secure Investment Management, LLC reports 12 employees.
Secure Investment Management, LLC is based in Tucson, AZ and has been SEC-registered since 2015.
Secure Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3067 W. Ina Road, #125, Tucson, AZ 85741 |
| Phone | 520-333-4719 |
| Fax | 520-333-4331 |
| Office hours | Call For An Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $38.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $38.3M |