Investment Security Group, Inc. (Denver)
Investment Security Group, Inc. is a large advisory firm based in Denver. It manages $617.55 million of regulatory assets for 2,229 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 16 other states.
Investment Security Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Investment Security Group: assets under management
The assets under management (AUM) of Investment Security Group, Inc. is $617.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 406% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 48% of the total AUM. The second-largest asset type is government bonds, which make up 20% of the firm’s portfolio. Investments in other assets form 12% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Investment Security Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Investment Security Group serves?
The firm provides services to individuals and high net worth individuals. The largest group of clients of Investment Security Group is high net worth individuals with 209 clients and $403.14 million of assets under management. Among the 9 most similar advisory firms, Investment Security Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $616.3 million for 826 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Investment Security Group doesn't advise any private funds.
Careers at Investment Security Group, Inc.
The company employs 12 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Denver
The principal office where Investment Security Group, Inc. performs its advisory services is located at 4601 Dtc Blvd # 600, Denver, CO 80237, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-759-9808 or by fax 303-756-9911. The normal business hours are 7:30 am - 4:30 pm. on Monday - Friday. You can find more information about the New York firm at investsg.com.
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