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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Zenith elementSummit +more
- Established Date
- 01-01-1999
- Office Locations
- 2
Office Locations
About Financial Security Management, INC
Financial Security Management, Inc. (Lakewood, CO) has served families, individuals, and small businesses since 1995, providing holistic financial planning that combines investment management, portfolio construction, and tax preparation with ongoing education. The firm supports clients through every life stage with an asset-allocation and risk-management focus, typically implemented via public funds and ETFs, and custody through Charles Schwab.
Team overview
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Investment Themes
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Owner & Executives
JEFFREY SCOTT LARKIN
Chief Compliance Officer, Owner, President, TREASURER
- CRD
- #2425890
- Ownership
- 50% but less than 75%
JEFFREY STEVEN TORRISON
--
- CRD
- --
- Ownership
- 25% but less than 50%
Unison catalyst
Focus legacy beacon
- CRD
- #14928
- Ownership
- 1.6%
Showing 2 of 3 owners & executives
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Kemper Lee Baum
--
- CRD
- #7730175
ROXANNE LYNN DILLON
--
- CRD
- #8118370
Unison horizon
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- CRD
- #28911
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $611,525,004 | $227,248 |
| Non-Discretionary | $0 | -- |
| Total | $611,525,004 | $227,248 |
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Separately Managed Accounts
Total SMA Asset: $611,525,004
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $968,069,628 | 27.0% |
| Cash | $702,746,841 | 19.6% |
| Equity - Exchange | $878,433,551 | 24.5% |
| U.S. Government/Agency | $1,036,193,047 | 28.9% |
| Total | $3,585,443,067 | 100.0% |