FINANCIAL SECURITY SERVICES, LLC
FINANCIAL SECURITY SERVICES, LLC is an SEC-registered investment adviser (CRD 135122). Regulatory assets under management: $33.7M.
Registration
- CRD: 135122
- SEC file number: 801-64238
- Type: Registered investment adviser
- Phone: 561-630-8422
- Latest filing: 2012-04-18
- Regulatory AUM: $33.7M
- Discretionary AUM: $33.7M
- Clients: 1
- Accounts: 165
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| MARCUS STEVEN E | PRESIDENT | — |
| MARMER JAY LAWRENCE | MANAGING PARTNER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
More on this firm