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FINANCIAL SECURITY SOLUTIONS, CORP.
CRD 124085 · SEC 801-64446
23734 VALENCIA BLVD,, SUITE 200, VALENCIA, CA, 91355, United States
Phone
818-344-7177
Fax
818-344-7176
Registration
— (—)
Source
State registered
Total AUM
$69.0M
Discretionary AUM
$0
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-12-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $22.6M |
| High net worth individuals | 34 | $45.4M |
| Pension/profit sharing plans | 1 | $966K |
All web addresses on file
Official SEC filing: View on IAPD