Overview
Assets Under Management: $460 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 159
Average Client Assets: $1.8 million
Frequently Asked Questions
ISI FINANCIAL 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 #107356), ISI FINANCIAL GROUP INC is subject to fiduciary duty under federal law.
ISI FINANCIAL GROUP INC is headquartered in LANCASTER, PA.
ISI FINANCIAL GROUP INC serves 159 high-net-worth clients according to their SEC filing dated September 28, 2018. View client details ↓
According to their SEC Form ADV, ISI FINANCIAL GROUP INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
ISI FINANCIAL GROUP INC manages $460 million in client assets according to their SEC filing dated September 28, 2018.
According to their SEC Form ADV, ISI FINANCIAL GROUP INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 159
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.68%
Average Client Assets: $1.8 million
Total Client Accounts: 1,639
Discretionary Accounts: 1,639
Regulatory Filings
CRD Number: 107356
Filing ID: 1241953
Last Filing Date: 2018-09-28 16:07:00