FINANCIAL SECURITY MANAGEMENT, INC
CRD #116570 SEC #801-81072 LAKEWOOD, CO 303-988-1411
SEC Registered
Total AUM
$556M
Discretionary
$556M
Employees
8
Clients
1
Accounts
2,578
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $556M | $556M | $0 | 8 | 1 |
| Sep 2025 | $556M | $556M | $0 | 8 | 1 |
| Sep 2025 | $556M | $556M | $0 | 8 | 1 |
| Jun 2025 | $556M | $556M | $0 | 8 | 1 |
| Mar 2025 | $556M | $556M | $0 | 8 | 1 |
| Mar 2025 | $556M | $556M | $0 | 8 | 1 |
| Mar 2025 | $556M | $556M | $0 | 8 | 1 |
| Sep 2024 | $439.4M | $439.4M | $0 | 8 | 1 |
| Mar 2024 | $439.4M | $439.4M | $0 | 8 | 1 |
| Mar 2024 | $439.4M | $439.4M | $0 | 8 | 1 |
| Nov 2023 | $365.5M | $365.5M | $0 | 8 | 0 |
| Jun 2023 | $365.5M | $365.5M | $0 | 8 | 0 |
| Jan 2023 | $365.5M | $365.5M | $0 | 8 | 0 |
| Jan 2023 | $365.5M | $365.5M | $0 | 8 | 0 |
| Sep 2022 | $416.3M | $415M | $1.3M | 8 | 2 |
| Jun 2022 | $416.3M | $415M | $1.3M | 8 | 2 |
| Apr 2022 | $416.3M | $415M | $1.3M | 8 | 2 |
| Mar 2022 | $416.3M | $415M | $1.3M | 8 | 2 |
| Feb 2022 | $416.3M | $415M | $1.3M | 8 | 2 |
| Jan 2022 | $333.1M | $332.4M | $773.9K | 10 | 2 |
| Nov 2021 | $333.1M | $332.4M | $773.9K | 10 | 2 |
| Jan 2021 | $333.1M | $332.4M | $773.9K | 10 | 2 |
| Dec 2020 | $254.3M | $254.2M | $71.4K | 10 | 2 |
| Oct 2020 | $254.3M | $254.2M | $71.4K | 10 | 2 |
| Jul 2020 | $254.3M | $254.2M | $71.4K | 10 | 2 |
| Jun 2020 | $254.3M | $254.2M | $71.4K | 10 | 2 |
| Mar 2020 | $254.3M | $254.2M | $71.4K | 10 | 2 |
| Jan 2020 | $193.8M | $193.5M | $210.8K | 10 | 0 |
| Dec 2019 | $193.8M | $193.5M | $210.8K | 10 | 0 |
| Jan 2019 | $193.8M | $193.5M | $210.8K | 10 | 0 |
| Nov 2018 | $185M | $181.6M | $3.4M | 16 | 0 |
| Mar 2018 | $185M | $181.6M | $3.4M | 16 | 0 |
| Mar 2017 | $179M | $175.4M | $3.6M | 16 | 900 |
| Feb 2017 | $179M | $175.4M | $3.6M | 16 | 900 |
| Jan 2017 | $119.5M | $100.2M | $19.4M | 21 | 900 |
| Oct 2016 | $119.5M | $100.2M | $19.4M | 21 | 900 |
| Mar 2016 | $119.5M | $100.2M | $19.4M | 21 | 900 |
| Feb 2016 | $119.5M | $100.2M | $19.4M | 21 | 900 |
| Oct 2015 | $100.6M | $81.7M | $18.9M | 21 | 900 |
| Jul 2015 | $100.6M | $81.7M | $18.9M | 21 | 900 |
| May 2015 | $100.6M | $81.7M | $18.9M | 21 | 900 |
| Feb 2015 | $100.6M | $81.7M | $18.9M | 21 | 900 |
DateNov 2025
Total AUM$556M
Discretionary$556M
Non-Disc.$0
Employees8
Clients1
DateSep 2025
Total AUM$556M
Discretionary$556M
Non-Disc.$0
Employees8
Clients1
DateSep 2025
Total AUM$556M
Discretionary$556M
Non-Disc.$0
Employees8
Clients1
DateJun 2025
Total AUM$556M
Discretionary$556M
Non-Disc.$0
Employees8
Clients1
DateMar 2025
Total AUM$556M
Discretionary$556M
Non-Disc.$0
Employees8
Clients1
DateMar 2025
Total AUM$556M
Discretionary$556M
Non-Disc.$0
Employees8
Clients1
DateMar 2025
Total AUM$556M
Discretionary$556M
Non-Disc.$0
Employees8
Clients1
DateSep 2024
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees8
Clients1
DateMar 2024
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees8
Clients1
DateMar 2024
Total AUM$439.4M
Discretionary$439.4M
Non-Disc.$0
Employees8
Clients1
DateNov 2023
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees8
Clients0
DateJun 2023
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees8
Clients0
DateSep 2022
Total AUM$416.3M
Discretionary$415M
Non-Disc.$1.3M
Employees8
Clients2
DateJun 2022
Total AUM$416.3M
Discretionary$415M
Non-Disc.$1.3M
Employees8
Clients2
DateApr 2022
Total AUM$416.3M
Discretionary$415M
Non-Disc.$1.3M
Employees8
Clients2
DateMar 2022
Total AUM$416.3M
Discretionary$415M
Non-Disc.$1.3M
Employees8
Clients2
DateFeb 2022
Total AUM$416.3M
Discretionary$415M
Non-Disc.$1.3M
Employees8
Clients2
DateJan 2022
Total AUM$333.1M
Discretionary$332.4M
Non-Disc.$773.9K
Employees10
Clients2
DateNov 2021
Total AUM$333.1M
Discretionary$332.4M
Non-Disc.$773.9K
Employees10
Clients2
DateJan 2021
Total AUM$333.1M
Discretionary$332.4M
Non-Disc.$773.9K
Employees10
Clients2
DateDec 2020
Total AUM$254.3M
Discretionary$254.2M
Non-Disc.$71.4K
Employees10
Clients2
DateOct 2020
Total AUM$254.3M
Discretionary$254.2M
Non-Disc.$71.4K
Employees10
Clients2
DateJul 2020
Total AUM$254.3M
Discretionary$254.2M
Non-Disc.$71.4K
Employees10
Clients2
DateJun 2020
Total AUM$254.3M
Discretionary$254.2M
Non-Disc.$71.4K
Employees10
Clients2
DateMar 2020
Total AUM$254.3M
Discretionary$254.2M
Non-Disc.$71.4K
Employees10
Clients2
DateJan 2020
Total AUM$193.8M
Discretionary$193.5M
Non-Disc.$210.8K
Employees10
Clients0
DateDec 2019
Total AUM$193.8M
Discretionary$193.5M
Non-Disc.$210.8K
Employees10
Clients0
DateJan 2019
Total AUM$193.8M
Discretionary$193.5M
Non-Disc.$210.8K
Employees10
Clients0
DateNov 2018
Total AUM$185M
Discretionary$181.6M
Non-Disc.$3.4M
Employees16
Clients0
DateMar 2018
Total AUM$185M
Discretionary$181.6M
Non-Disc.$3.4M
Employees16
Clients0
DateMar 2017
Total AUM$179M
Discretionary$175.4M
Non-Disc.$3.6M
Employees16
Clients900
DateFeb 2017
Total AUM$179M
Discretionary$175.4M
Non-Disc.$3.6M
Employees16
Clients900
DateJan 2017
Total AUM$119.5M
Discretionary$100.2M
Non-Disc.$19.4M
Employees21
Clients900
DateOct 2016
Total AUM$119.5M
Discretionary$100.2M
Non-Disc.$19.4M
Employees21
Clients900
DateMar 2016
Total AUM$119.5M
Discretionary$100.2M
Non-Disc.$19.4M
Employees21
Clients900
DateFeb 2016
Total AUM$119.5M
Discretionary$100.2M
Non-Disc.$19.4M
Employees21
Clients900
DateOct 2015
Total AUM$100.6M
Discretionary$81.7M
Non-Disc.$18.9M
Employees21
Clients900
DateJul 2015
Total AUM$100.6M
Discretionary$81.7M
Non-Disc.$18.9M
Employees21
Clients900
DateMay 2015
Total AUM$100.6M
Discretionary$81.7M
Non-Disc.$18.9M
Employees21
Clients900
DateFeb 2015
Total AUM$100.6M
Discretionary$81.7M
Non-Disc.$18.9M
Employees21
Clients900