Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
825 clients
Average Client Portfolio
$46K average
Assets Under Management
$38.3M

Fee Structure

Minimum Investment:$25K
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Location

3067 W. Ina Road, #125, Tucson, AZ, 85741

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Abhimanyu owns a short-term rental property in Orlando, Florida, managing it a few hours per week. He also provides seasonal tax filing assistance, dedicating about 8-10 hours per week during tax season.

Employment History
Current Registrations
Secure Investment Management, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Eagle Strategies LLC
April 2024 - January 2025 · 9 mos
Nylife Securities LLCBroker
December 2023 - January 2025 · 1 yr 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.