Investment Security Corporation
Firm details
- Headquarters
- Calabasas, California
- CRD number
- 47536
- Registered since
- November 29, 1999
Firm profile
FINTRXOverview
Investment Security Corporation is organized as a corporation and has been SEC-registered since 1999. Ownership is listed as individual-controlled and the firm is categorized as "unclassified" in the available dataset. The firm is not identified as a capital allocator, does not self-designate as an active ESG investor, and is not recorded as a multistate or newly formed adviser. Other advisor roles such as pension consultant or related adviser are also not indicated. The firm has not disclosed its client segments, fee structure, specific business activities or advisory services in the source data, so public-facing detail about its investment approach, target client types, or service model is limited.
Assets & Accounts
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
Owners & executives
2 of 2
Gregory Heller
Founder & CEOCRD 1460520
Nicole Lane
Chief Financial OfficerCRD 5811589
Contacts
3 of 9
David Hindler
Senior Financial AdvisorCRD 3123405
Steven Weinberger
Partner, Senior Managing DirectorCRD 3221929

Jacob Kushner
Vice PresidentCRD 5404980
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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