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Home > Retirement Planners > colorado > lakewood > FINANCIAL SECURITY MANAGEMENT, INC
FINANCIAL SECURITY MANAGEMENT, INC
2535 S Lewis Way
Suite 201
Lakewood, Colorado 80227-6551
Tel: 303-988-1411
About FINANCIAL SECURITY MANAGEMENT, INC
FINANCIAL SECURITY MANAGEMENT, INC, formally registered with the SEC as FINANCIAL SECURITY MANAGEMENT, INC. The firm was established in 03/16/2015. They have over 1 offices throughout the country.
FINANCIAL SECURITY MANAGEMENT, INC is a Lakewood, Colorado based Financial Planning firm with nearly $439,444,621 assets under management, offering retirement planning & investment advisory services to 2436 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116570 |
| SEC# | 801-81072 |
| Assets Managed by Firm | $439,444,621 |
| No. of Clients | 2436 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2436 | $439,444,621 |
| Individuals (other than high net worth individuals) | 846 | $156,657,219 |
| High net worth individuals | 207 | $282,787,402 |
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|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
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| $65,938,129,807 | 135 | 60 | |
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