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Financial Security Solutions Corp.
Security is an SEC-registered investment adviser in Chicago, IL, registered since 1997. The firm manages approximately $3.3 billion in regulatory assets.
Financial Security Solutions Corp.
Security is an SEC-registered investment adviser in Chicago, IL, registered since 1997. The firm manages approximately $3.3 billion in regulatory assets. It has 17 employees and 17 investment advisers.
General information
Firm type
RIA
Year founded
2002
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Valencia, CA, United States
Principals
President and CCO
President and Chief Compliance Officer
Sector focus
Frequently asked questions
Who leads investment decisions at Financial Security Solutions?
The firm's President, who also holds the Chief Compliance Officer role, oversees investment decisions. The firm's website does not disclose that individual's name, but confirms they have over 30 years of industry experience (per firm website).
What types of clients does Financial Security Solutions serve?
The firm targets four lifecycle groups: individuals just starting out, entrepreneurs and business owners, those approaching or in retirement, and people navigating life transitions like divorce or career change (per firm website).
Does Financial Security Solutions invest in alternative assets or private deals?
No. The firm's website describes a strategy centered on mutual funds, tax-efficient portfolios, and global/international funds. There is no mention of private equity, venture capital, hedge funds, or direct co-investments.
How is Financial Security Solutions compensated?
The firm states it operates under fiduciary standards. Its website does not specify whether it charges a percentage of AUM, fixed fees, or hourly rates.
Where does Financial Security Solutions operate?
The firm's only disclosed office is in Valencia, California, at 23734 Valencia Blvd, Suite 200 (per firm website).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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