Investment Security Corporation

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Calabasas, California
CRD number
47536
Registered since
November 29, 1999

Firm profile

FINTRX

Overview

Investment Security Corporation is organized as a corporation and has been SEC-registered since 1999. The firm is shown as individually owned and is categorized in the source data as "Unclassified," with little public detail about its advisory offerings, fee schedule, or typical client profile. The record indicates the firm is not a capital allocator, is not active on ESG initiatives, does not serve as a pension consultant, and is not identified as a related adviser. The firm has not provided descriptions of its investment preferences, target client segments, or specific business activities in the available profile. That limited disclosure makes it difficult to infer its investment process or service emphasis from the provided data alone.

Assets & Accounts

Location & Offices

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

Owners & executives

2 of 2
  • Nicole Lane

    Chief Financial OfficerCRD 5811589

  • Gregory Heller

    Gregory Heller

    Founder & CEOCRD 1460520

Contacts

3 of 9
  • John Butler

    Registered RepresentativeCRD 1951436

  • David Hindler

    David Hindler

    Senior Financial AdvisorCRD 3123405

  • Richard Leach

    PresidentCRD 1846766

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Calabasas, CA

Los Angeles

Location

Calabasas, CA

Headquartered in Calabasas, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
24009 Ventura Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth