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FIRM PROFILE
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.
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
Total Client Assets:
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FIRM INFORMATION
24009 Ventura Blvd., Suite 101, Calabasas, CA 91302
24009 Ventura Blvd., Suite 101, Calabasas, CA 91302
Small
(818) 225-9529
California since 01/19/1999
Corporation
November
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at INVESTMENT SECURITY CORPORATION
Gregory Sandor Heller
Steven Jeff Weinberger
David Joseph Hindler
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