Investment adviser · CRD 20291

INSTITUTIONAL SECURITIES CORPORATION

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Mar 28, 2013

Regulatory AUM
$539M
Form ADV · Item 5.F
Client accounts
1,575
Accounts, not individual clients
Employees
28
Reported in this filing
Advisory professionals
22
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 28, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

3500 OAK LAWN AVE, STE. 400
DALLAS, TX, 75219, United States

CRD 20291

Filing source

Form ADV 702352 · Mar 28, 2013 · 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.