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CRD#: 47536
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

INVESTMENT SECURITY CORPORATION is located at 24009 Ventura Blvd., Suite 101, Calabasas, CA 91302 and was first established at Los Angeles, California in 01/19/1999. After operating for 27 years, INVESTMENT SECURITY CORPORATION has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of INVESTMENT SECURITY CORPORATION’s clients are individuals and 0% of their clients are high net worth individuals. INVESTMENT SECURITY CORPORATION has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at INVESTMENT SECURITY CORPORATION are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access INVESTMENT SECURITY CORPORATION‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at INVESTMENT SECURITY CORPORATION. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for INVESTMENT SECURITY CORPORATION Comes From

Understanding the Statistics for INVESTMENT SECURITY CORPORATION and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
3

FIRM INFORMATION

Main Address
24009 Ventura Blvd., Suite 101, Calabasas, CA 91302
Mailing Address
24009 Ventura Blvd., Suite 101, Calabasas, CA 91302
Firm Size
Small
Phone Number
(818) 225-9529
Established
California since 01/19/1999
Firm Type
Corporation
Fiscal year end
November
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
LEACH, RICHARD ALANPRESIDENT AND CHIEF COMPLIANCE OFFICER1846766
LANE, NICOLE S.FINANCIAL AND OPERATIONS PRINCIPAL5811589
LUBIN, LEE DAVIDGENERAL COUNSEL4303526

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Advisor's working at INVESTMENT SECURITY CORPORATION

GH

Gregory Sandor Heller

Greg Sandor Heller
IAR
RR
CRD#: 1460520
CFP®: Certified Financial Planner
Location:
Los Angeles, CA 90024
Company:
HCR WEALTH ADVISORS
Disclosures:
Experience:
39 years
View Profile
SW

Steven Jeff Weinberger

Steve Jeff Weinberger
IAR
RR
CRD#: 3221929
CFP®: Certified Financial Planner
Location:
Los Angeles, CA 90024
Company:
HCR WEALTH ADVISORS
Disclosures:
Experience:
26 years
View Profile
DH

David Joseph Hindler

IAR
RR
CRD#: 3123405
Location:
Los Angeles, CA 90024
Company:
HCR WEALTH ADVISORS
Disclosures:
Experience:
27 years
View Profile
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