Institutional Securities Corporation is a large advisory firm based in Dallas. It manages $538.77 million of regulatory assets for 1,575 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, Florida, Kansas, and 4 other states.
Institutional Securities Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Institutional Securities Corporation is $538.77 million. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Institutional Securities Corporation for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
Terry Lee Hill has been acting as President since 1 Jan 1988. Scott Allen Hayes joined the executive team most recently as the President.
The principal office where Institutional Securities Corporation performs its advisory services is located at 3500 Oak Lawn Ave, Dallas, TX 75219, 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 214-520-1115 or by fax 214-520-3203. The normal business hours are 8:00 a.m . to 5:00 p.m. on Monday - Friday.