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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Security Management Inc
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|---|---|
| CRD # | 116570 |
| SEC # | 801-81072 |
| CIK # | |
| AUM | $556.0 M (2025-06-13) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 303-988-1411 |
| Address | 2535 S Lewis Way Lakewood, CO 80227-6551 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 925 | 217.4 |
| (b) Individuals (high net worth individuals) | 163 | 338.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,578 | 556.0 |
| By Discretionary | ||
| Discretionary | 2,578 | 556.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,578 | 556.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 555.9 | |
| Total | 2,578 | 556.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Atlas Capital Management Corp
✚
|
IN | 0.6 |
|
Tanglewood Legacy Advisors LLC
✚
|
TX | 0.6 |
|
Golden State Asset Management LLC
✚
|
CA | 0.6 |
|
Keel Wealth Management LLC
✚
|
0.6 | |
|
Inlet Private Wealth LLC
✚
|
FL | 0.6 |
|
Presilium Private Wealth LLC
✚
|
PA | 0.6 |
|
Epsilon Financial Group Inc
✚
|
CA | 0.6 |
|
Allen Wealth Management LLC
✚
|
NC | 0.6 |
|
Northwest Financial Services Inc
✚
|
IN | 0.6 |
|
Central Family Advisors LLC
✚
|
NY | 0.5 |