Investment adviser · CRD 108295
CAPITAL & SECURITY MANAGEMENT INC
Investment adviser filing (IA)
CAPITAL & SECURITY MANAGEMENT, INC.
WEST CHESTER, PA, United States · Form ADV filed Sep 7, 2012
- Regulatory AUM
- $71.2M Form ADV · Item 5.F
- Client accounts
- 124 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 7, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
34 WEST MINER STREETWEST CHESTER, PA, 19382-3214, United States
CRD 108295
Filing source
Form ADV 668551 · Sep 7, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.