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Building 2INVESTMENT SECURITY GROUP, INC.

Map pinDENVER, CO
Phone303-759-9808
NotebookSEC #801-64651
Total AUM
$798.2M
Employees
10
Clients
832

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4601 DTC BLVD # 600
DENVER
CO 80237
United States
Operating Hours
7:30 AM - 4:30 PM.
Monday - Friday
Phone
303-759-9808

ReceiptFinancials

Total AUM
$798.2M
Accounts
2,661
Discretionary
$798.2M
Accounts
2,661
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
573
AUM
$223.8M
HNW Individual Clients
259
AUM
$574.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILKSLAMNMTNCNENMNVORTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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