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Financial Security Management, Inc

● SEC registered since 2015CRD 116570SEC# 801-81072Lakewood, CO
Export (members)
Reg. AUM
$556M
Employees
8
Accounts
2,578
Location
Lakewood, CO

Financial Security Management, Inc assets under management

Financial Security Management, Inc operates as an SEC-registered investment adviser based in Lakewood, CO. The firm has been registered since 2015. It reports $556 million in regulatory assets under management and employs 8 people.
www.fsm-inc.comView on SEC.gov ↗

Financial Security Management, Inc owners & executives

4 reported
NameTitleOwnershipSince
Amy Louise TerrySecretaryUnder 5%2024
Jeffrey Scott Larkin ControlPresident/Treasurer50-75%2012
Jeffrey Steven TorrisonShareholder25-50%2012
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Frequently asked questions

How much does Financial Security Management, Inc manage?

Financial Security Management, Inc reports $556 million in regulatory assets under management on its Form ADV.

How many employees does Financial Security Management, Inc have?

Financial Security Management, Inc reports 8 employees.

Where is Financial Security Management, Inc located?

Financial Security Management, Inc is based in Lakewood, CO and has been SEC-registered since 2015.

Does Financial Security Management, Inc disclose fund performance?

Financial Security Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2535 S Lewis Way, Suite 201, Lakewood, CO 80227-6551
Phone303-988-1411
Fax303-988-1447
Office hours8a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$556M
Non-discretionary$0
Total (RAUM)$556M