Balanced Security Planning, Inc.
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 4038
- Registered since
- June 26, 1969
- Website
- balancedsecurityplanning.com
Firm profile
FINTRXOverview
Balanced Security Planning, Inc. is a corporate-structured advisory firm that has been registered with the SEC since 1969. FINTRX characterizes ownership as a combination of a domestic entity and an individual. The record does not list the firm as a capital allocator, an active ESG investor, a pension consultant, or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
Contacts
3 of 13
Howard Dobson
Investment Advisor RepresentativeCRD 723493
Michael Remington
Vice PresidentCRD 5593001
Martin Lombrano
Registered RepresentativeCRD 2216040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 4701 Teller Ave
- Time zone
- PT (UTC-8)
- Office locations
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