FINANCIAL SECURITY SOLUTIONS, CORP.

RIASEC Registered

Total AUM

$69M

Discretionary

0% of AUM

Avg account

$413K

Accounts

167

Employees

Advisory reps

Firm details

Headquarters: VALENCIA, California
CRD number: 124085
Website: www.fin-security.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.86%
Individuals32.74%
Pension & Profit Sharing Plans1.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Financial Security Solutions, Corp. operates as an independent registered investment advisor (RIA) and provides a range of financial services to both individual and institutional clients. The firm is structured as a corporation and is owned by an individual. It engages in various advisory activities including financial planning, portfolio management for individuals and small businesses, as well as for larger institutions. Additionally, the firm offers pension consulting services and assists clients in selecting other advisers. While it is not an active ESG investor, Financial Security Solutions, Corp. does allocate capital to alternative investments, particularly in real estate.