Financial Security Management, Inc
● SEC registered since 2015CRD 116570SEC# 801-81072Lakewood, CO
Reg. AUM
$611.5M
Employees
7
Accounts
2,691
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 $611.5 million in regulatory assets under management and employs 7 people.
Financial Security Management, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Louise Terry | Vice President | Under 5% | 2024 |
| Jeffrey Scott Larkin Control | President/Treasurer/Chief Compliance Officer | 50-75% | 2012 |
| Jeffrey Steven Torrison | Shareholder | 25-50% | 2012 |
Frequently asked questions
How much does Financial Security Management, Inc manage?
Financial Security Management, Inc reports $611.5 million in regulatory assets under management on its Form ADV.
How many employees does Financial Security Management, Inc have?
Financial Security Management, Inc reports 7 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
| Address | 2535 S Lewis Way, Suite 201, Lakewood, CO 80227-6551 |
| Phone | 303-988-1411 |
| Fax | 303-988-1447 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$611.5M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$611.5Mregulatory AUM
Discretionary $611.5M