← Back to searchVisit website
FINANCIAL SECURITY MANAGEMENT, INC
CRD 116570 · SEC 801-81072
2535 S LEWIS WAY, SUITE 201, LAKEWOOD, CO, 80227-6551, United States
Phone
303-988-1411
Fax
303-988-1447
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$611.5M
Discretionary AUM
$611.5M
Team
7 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 973 | $291.4M |
| High net worth individuals | 129 | $320.2M |
States served
AZ, CA, CO, GA, KS, LA, ME, MA, MN, MT, NE, NV, NM, NY, NC, OH, OK, OR, TN, VA, WY, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD