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Financial Security Management
FINANCIAL SECURITY MANAGEMENT, INC is an SEC-registered investment adviser in LAKEWOOD, CO, registered since 2015. The firm manages approximately $612...
Overview
FINANCIAL SECURITY MANAGEMENT, INC is an SEC-registered investment adviser in LAKEWOOD, CO, registered since 2015. The firm manages approximately $612 million in regulatory assets. It has 7 employees and 7 investment advisers.
General information
Firm type
RIA
Year founded
1998
Location
Region
North America
Country
United States
City
Lakewood
Corporate office
Minneapolis, MN, United States
Principals
John G. Taft
Chief Executive Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Financial Security Management?
John G. Taft has served as CEO since leaving his role as head of RBC Wealth Management-U.S. Taft brought institutional asset-allocation discipline and public-company governance experience to a traditionally private family structure. Specific investment committee members are not publicly disclosed, reflecting the office's closed architecture.
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