|
⚲
|
| Financial Security Management Inc
✚
| |
|---|---|
| CRD # | 116570 |
| SEC # | 801-81072 |
| CIK # | |
| AUM | $439.4 MM (2024-03-20) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 303-988-1411 |
| Address | 2535 S Lewis Way Lakewood, CO 80227-6551 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 846 | 156.7 |
| (b) Individuals (high net worth individuals) | 207 | 282.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,436 | 439.4 |
| By Discretionary | ||
| Discretionary | 2,436 | 439.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,436 | 439.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 439.1 | |
| Total | 2,436 | 439.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hendley & Co Inc
✚
|
OH | 0.4 |
|
Drexel Morgan & Co
✚
|
PA | 0.4 |
|
Cypress Capital Partners LLC
✚
|
IL | 0.4 |
|
Amicus Financial Advisors LLC
✚
|
TX | 0.4 |
|
Life Line Wealth Management LLC
✚
|
CA | 0.4 |
|
Fortem Financial Group LLC
✚
|
CA | 0.4 |
|
Gagnon Securities LLC
✚
|
NY | 0.4 |
|
The Cavanaugh Group Inc
✚
|
SC | 0.4 |
|
Kennerman Associate Inc
✚
|
NY | 0.4 |
|
Bromfield Sneider Wealth Advisors Inc
✚
|
MA | 0.4 |