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Building 2FINANCIAL SECURITY MANAGEMENT, INC

Map pinLAKEWOOD, CO
Phone303-988-1411
NotebookSEC #801-81072
Total AUM
$611.5M
Employees
7
Clients
1,102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2535 S LEWIS WAY
SUITE 201
LAKEWOOD
CO 80227-6551
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
303-988-1411

ReceiptFinancials

Total AUM
$611.5M
Accounts
2,691
Discretionary
$611.5M
Accounts
2,691
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
973
AUM
$291.4M
HNW Individual Clients
129
AUM
$320.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAKSLAMAMEMNMOMTNCNENMNVNYOHOKORTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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