Financial Security Services Group, Inc.

RIASEC Registered
Total AUM
$83.4M
Discretionary
$83.4M
100% of AUM
Avg account
$125K
Accounts
665
Employees
4
Advisory reps
4

Firm details

Headquarters
Highland Village, Texas
CRD number
167464
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals51.92%
  • HNWI48.08%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Financial Security Services Group, Inc. operates as an independent registered investment adviser owned by an individual and positions itself as a capital allocator serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and advice on selecting third‑party advisers. It also offers market timing services and runs educational seminars and workshops. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, fixed fees and other fee types. The firm does not identify as an active ESG investor and is not characterized as a multistate adviser. Financial Security Services Group, Inc. maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Other 15%, Cash & Cash Equivalents 11%, Exchange Traded Equities 5%, US Government Bonds 2%, Investment Grade Corp Bonds 2%65%
  • Public Funds/Mutual Funds65%
  • Other15%
  • Cash & Cash Equivalents11%
  • Exchange Traded Equities5%
  • US Government Bonds2%

Contacts

3 of 4
  • Billy Clements

    Investment Advisor RepresentativeCRD 1219382

  • Saragail Calloway

    Saragail Calloway

    Wealth Planner and AdvisorCRD 6138980

  • Jerome Leftwich

    Jerome Leftwich

    AdvisorCRD 2398066

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Highland Village, TX

Denton

Location

Highland Village, TX

Headquartered in Highland Village, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Denton
Address
2900 Village Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth