INVESTMENT SECURITY GROUP INC / COMPANY /

HTTP://WWW.INVESTSG.COM DENVER, CO Investment Advisor How do I update this listing?

Also known as:

  • INVESTMENT SECURITY GROUP INC /CO/ /ADV

Investment Security Group INC / Company / is based out of Denver. Investment Security Group INC / Company / is a large advisory firm with 826 clients and discretionary assets under management (AUM) of $617,550,621 (Form ADV from 2019-04-10). Their last reported 13F filing for Q1 2019 included $135,342,000 in managed 13F securities and a top 10 holdings concentration of 99.65%. Investment Security Group INC / Company /'s largest holding is Schwab U.S. Large-Cap ETF with shares held of 801,537. Whalewisdom has at least 1 13F filings

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03/31/2019

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

INVESTMENT SECURITY GROUP, INC.
4601 DTC BLVD # 600
DENVER CO    80237
Country: United States

Business Phone: 303-759-9808
Fax: 303-756-9911
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CO
Number of employees: 12
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 6,325,410
Total Number of Clients: 826
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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