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 registered with the SEC since 1999. The firm is individually owned and is listed as an unclassified adviser. It is not identified as a capital allocator. The firm’s public profile does not indicate engagement with environmental, social, and governance (ESG) investing and it is not designated as a multi-state adviser. It is not described as a newly formed adviser, a pension consultant, or a related adviser. The firm did not provide details about its client segments, fee schedules, or the specific advisory services it offers.

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

    Founder & CEOCRD 1460520

Contacts

3 of 9
  • JOHN BUTLER

    Registered RepresentativeCRD 1951436

  • 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