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SECURITY CAPITAL MANAGEMENT
WHEELING, WV
304-233-3312
SEC #801-66333Total AUM
$1.4B
Employees
20Clients
2,399Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1300 CHAPLINE STREET
WHEELING
WV 26003
United States
WHEELING
WV 26003
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
304-233-3312
Other Offices
3
Financials
Total AUM
$1.4B
Accounts
2,399Discretionary
$747.9M
Accounts
1,140Non-Discretionary
$640.7M
Accounts
1,259
Clients
Individual Clients
1,744AUM
$457.7M
HNW Individual Clients
613AUM
$874.1M
Pension/Profit Sharing Plan Clients
11AUM
$30.6M
Charitable Organization Clients
19AUM
$16M
Corporation or Business Clients
12AUM
$10.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACOFLGAINKYMDNCNJOHPASCTXVAWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.