Investment Security Corporation
Firm details
- Headquarters
- Calabasas, California
- CRD number
- 47536
- Registered since
- November 29, 1999
Firm profile
FINTRXOverview
Investment Security Corporation is an individually owned corporate advisory entity that has been registered with the SEC since 1999. FINTRX lists the firm as "unclassified" and identifies it as not functioning as a capital allocator. The dataset also flags the firm as not actively integrating ESG criteria, not operating as a multi-state adviser, not serving as a pension consultant, and not being a related or newly formed adviser. The firm has not provided details on its advisory business lines, fee structure, client segments, or stated investment preferences in the available records. That limited disclosure in the source data constrains a clear read on the firm’s positioning, target clients, or typical mandate structure.
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 2Nicole Lane
Chief Financial OfficerCRD 5811589

Gregory Heller
Founder & CEOCRD 1460520
Contacts
3 of 9John Butler
Registered RepresentativeCRD 1951436

David Hindler
Senior Financial AdvisorCRD 3123405
Richard Leach
PresidentCRD 1846766
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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