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 an individually owned corporate advisory entity that has been registered with the SEC since 1999. FINTRX lists the firm as "unclassified" and identifies it as not functioning as a capital allocator. The dataset also flags the firm as not actively integrating ESG criteria, not operating as a multi-state adviser, not serving as a pension consultant, and not being a related or newly formed adviser. The firm has not provided details on its advisory business lines, fee structure, client segments, or stated investment preferences in the available records. That limited disclosure in the source data constrains a clear read on the firm’s positioning, target clients, or typical mandate structure.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth