Investment Securities Group Inc (Denver)

Name: Investment Securities Group Inc
Address: 4500 Cherry Creek South Dr., Denver, CO, 80246
Telephone: 303-759-9808

Investment Securities Group Inc is a large advisory firm based in Denver. It manages $88.59 million of regulatory assets for 559 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Investment Securities Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Securities Group: assets under management

The assets under management (AUM) of Investment Securities Group Inc is $88.59 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $88.17 million in discretionary accounts and $424.4 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $159.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $70.73 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment Securities 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.

Careers at Investment Securities Group Inc

Michael Wayne Dibala has been acting as President since 1 Aug 1992. Donald Lee Beckwith joined the executive team most recently as the Sr. Investment Consultant.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Wayne Dibala	President	1 Aug 1992	50% - 75%	1107249
Fred Benjamin Holland	Ceo	1 Aug 1992	25% - 50%	1610223
Donald Lee Beckwith	Sr. investment consultant	1 Aug 2000	Other	4346964

Based in Denver

The principal office where Investment Securities Group Inc performs its advisory services is located at 4500 Cherry Creek South Dr., Denver, CO 80246, 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 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.investsg.com.