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 registered with the SEC since 1999. FINTRX classifies the firm as unclassified and identifies its ownership as individual. The snapshot flags several governance/registration attributes: the firm is not designated as a capital allocator, is not listed as an active ESG investor, is not a multi‑state adviser in the record, is not newly formed, and is not identified as a pension consultant or related adviser. The profile in FINTRX contains very little descriptive detail about the firm’s advisory model. There is no firm-provided information on business activities, advisory services, client segments, or fee arrangements in the available record.
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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