Investment Security Corporation
Firm details
- Headquarters
- Calabasas, California
- CRD number
- 47536
- Registered since
- November 29, 1999
Firm profile
FINTRXOverview
Investment Security Corporation is an individually owned corporation with limited public disclosure about its business model. The firm is categorized as unclassified in the available dataset and is not identified as a capital allocator, pension consultant, related adviser, or an active environmental, social, and governance investor. The record also indicates the firm is not operating as a multi-state adviser and is not newly formed. Available entries do not specify the firm’s advisory activities, fee arrangements, client segments, or typical investment mandates, so there is little detail on how the corporation positions itself for clients or on its service offering.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Gregory Heller
Founder & CEOCRD 1460520
Nicole Lane
Chief Financial OfficerCRD 5811589
Contacts
3 of 9
David Hindler
Senior Financial AdvisorCRD 3123405
Steven Weinberger
Partner, Senior Managing DirectorCRD 3221929

Jacob Kushner
Vice PresidentCRD 5404980
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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