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ISC ADVISORS, INC.
DALLAS, TX
214 520 1115
SEC #801-77727Total AUM
$1.6B
Employees
30Clients
1,928Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3500 OAK LAWN AVE
STE 400
DALLAS
TX 75219
United States
STE 400
DALLAS
TX 75219
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
214 520 1115
Other Offices
25
Financials
Total AUM
$1.6B
Accounts
1,928Discretionary
$631.7M
Accounts
400Non-Discretionary
$986.1M
Accounts
1,528
Clients
Individual Clients
1,581AUM
$421.4M
HNW Individual Clients
199AUM
$356.4M
Pension/Profit Sharing Plan Clients
79AUM
$687.3M
Charitable Organization Clients
8AUM
$84.6M
Corporation or Business Clients
4AUM
$8.4M
Other Clients
57AUM
$59.7M
Description of Other Clients
PARTNERSHIPS & TRUSTS
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/Suspension
State Registrations
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Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.