Investment Security Corporation

Broker-DealerFINRA Member
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 corporation with limited public disclosure about its business model. The firm is categorized as unclassified in the available dataset and is not identified as a capital allocator, pension consultant, related adviser, or an active environmental, social, and governance investor. The record also indicates the firm is not operating as a multi-state adviser and is not newly formed. Available entries do not specify the firm’s advisory activities, fee arrangements, client segments, or typical investment mandates, so there is little detail on how the corporation positions itself for clients or on its service offering.

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
  • Gregory Heller

    Gregory Heller

    Founder & CEOCRD 1460520

  • Nicole Lane

    Chief Financial OfficerCRD 5811589

Contacts

3 of 9
  • David Hindler

    David Hindler

    Senior Financial AdvisorCRD 3123405

  • Steven Weinberger

    Steven Weinberger

    Partner, Senior Managing DirectorCRD 3221929

  • Jacob Kushner

    Jacob Kushner

    Vice PresidentCRD 5404980

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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