Overview
Assets Under Management: $669 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 218
Average Client Assets: $2.0 million
Frequently Asked Questions
INVESTMENT SECURITY GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136568), INVESTMENT SECURITY GROUP, INC. is subject to fiduciary duty under federal law.
INVESTMENT SECURITY GROUP, INC. is headquartered in DENVER, CO.
INVESTMENT SECURITY GROUP, INC. serves 218 high-net-worth clients according to their SEC filing dated August 17, 2018. View client details ↓
According to their SEC Form ADV, INVESTMENT SECURITY GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
INVESTMENT SECURITY GROUP, INC. manages $669 million in client assets according to their SEC filing dated August 17, 2018.
According to their SEC Form ADV, INVESTMENT SECURITY GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 218
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.70%
Average Client Assets: $2.0 million
Total Client Accounts: 2,467
Discretionary Accounts: 2,368
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 136568
Filing ID: 1232965
Last Filing Date: 2018-08-17 11:37:00