Investment Security Corporation
Firm details
- Headquarters
- Calabasas, California
- CRD number
- 47536
- Registered since
- November 29, 1999
Firm profile
FINTRXOverview
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
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 2Nicole Lane
Chief Financial OfficerCRD 5811589

Gregory Heller
Founder & CEOCRD 1460520
Contacts
3 of 9John Butler
Registered RepresentativeCRD 1951436

David Hindler
Senior Financial AdvisorCRD 3123405
Richard Leach
PresidentCRD 1846766
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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