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 owned by an individual and is categorized in the source data as unclassified. The dataset indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures about the firm’s advisory services, client segments, fee model, and broader business activities were not included in the provided record.

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
  • Gregory Heller

    Gregory Heller

    Founder & CEOCRD 1460520

  • Nicole Lane

    Chief Financial OfficerCRD 5811589

Contacts

3 of 9
  • David Hindler

    David Hindler

    Senior Financial AdvisorCRD 3123405

  • Steven Weinberger

    Steven Weinberger

    Partner, Senior Managing DirectorCRD 3221929

  • Jacob Kushner

    Jacob Kushner

    Vice PresidentCRD 5404980

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