Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
841208710
SEC advisor number
801-64651
FINRA CRD number
136568
AUM ?
$798.23 mm
(as of 10 Mar 21)
Accounts
2,661
(as of 10 Mar 21)
Employees
10
(6 investment advisory or research)
Address
Investment Security
4601 DTC BLVD.
SUITE 600
DENVER
CO 80237
4601 DTC BLVD.
SUITE 600
DENVER
CO 80237
Phone
3037599808
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Oct 21
13F-HR
Quarterly holdings report by institutional manager
15 Jul 21
13F-HR
Quarterly holdings report by institutional manager
12 Apr 21
13F-HR
Quarterly holdings report by institutional manager
21 Jan 21
13F-HR
Quarterly holdings report by institutional manager
6 Oct 20
13F-HR
Quarterly holdings report by institutional manager
9 Jul 20
13F-HR
Quarterly holdings report by institutional manager
13 May 20
13F-HR
Quarterly holdings report by institutional manager
14 Feb 20
13F-HR
Quarterly holdings report by institutional manager
14 Nov 19
13F-HR
Quarterly holdings report by institutional manager
12 Jul 19