Be advised. This firm is no longer registered.

Security Investment Partners, LLC

Security Investment Partners, LLC (CRD# 134995) is a financial advisory firm headquartered in San Diego, CA. They manage $14,890,599 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2907 Shelter Island Drive, Suite 105-405, San Diego, CA 92106
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $992,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Security Investment Partners, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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