INVESTMENT SECURITY GROUP, INC.
CRD #136568 SEC #801-64651 DENVER, CO 303-759-9808
SEC Registered
Total AUM
$798.2M
Discretionary
$798.2M
Employees
10
Clients
51
Accounts
2,661
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $798.2M | $798.2M | $0 | 10 | 0 |
| Jun 2020 | $742.9M | $742.9M | $0 | 10 | 0 |
| Jun 2020 | $742.9M | $742.9M | $0 | 10 | 0 |
| Feb 2020 | $742.9M | $742.9M | $0 | 10 | 0 |
| Oct 2019 | $617.6M | $617.6M | $0 | 12 | 0 |
| Jul 2019 | $617.6M | $617.6M | $0 | 12 | 0 |
| Apr 2019 | $617.6M | $617.6M | $0 | 12 | 0 |
| Mar 2019 | $617.6M | $617.6M | $0 | 12 | 0 |
| Aug 2018 | $669.1M | $656.9M | $12.2M | 11 | 0 |
| Mar 2018 | $669.1M | $656.9M | $12.2M | 11 | 0 |
| Mar 2017 | $607.3M | $586.9M | $20.3M | 11 | 500 |
| Jan 2017 | $607.3M | $586.9M | $20.3M | 11 | 500 |
| Mar 2016 | $405.8M | $387.8M | $17.9M | 10 | 500 |
| Mar 2015 | $461.1M | $446.1M | $15M | 10 | 500 |
| Dec 2014 | $418.9M | $386.5M | $32.4M | 10 | 500 |
| Mar 2014 | $418.9M | $386.5M | $32.4M | 10 | 500 |
| Aug 2013 | $384.6M | $366M | $18.5M | 10 | 500 |
| Mar 2013 | $384.6M | $366M | $18.5M | 10 | 500 |
| Mar 2012 | $355.3M | $337.4M | $17.8M | 6 | 550 |
| Mar 2011 | $392.5M | $371.1M | $21.4M | 10 | -- |
| Nov 2010 | $344M | $322M | $22M | 10 | -- |
| Apr 2010 | $344M | $322M | $22M | 10 | -- |
| Jan 2009 | $369.5M | $369M | $523K | 10 | -- |
| Jan 2008 | $369.5M | $369M | $523K | 10 | -- |
| Jan 2008 | $173.5M | $173M | $523K | 5 | -- |
| Feb 2007 | $173M | $172.5M | $462K | 5 | -- |
| Mar 2006 | $152.3M | $152M | $309.6K | 5 | -- |
| Sep 2005 | $121.9M | $121.6M | $357.5K | 5 | -- |
DateMar 2021
Total AUM$798.2M
Discretionary$798.2M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$742.9M
Discretionary$742.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$742.9M
Discretionary$742.9M
Non-Disc.$0
Employees10
Clients0
DateFeb 2020
Total AUM$742.9M
Discretionary$742.9M
Non-Disc.$0
Employees10
Clients0
DateOct 2019
Total AUM$617.6M
Discretionary$617.6M
Non-Disc.$0
Employees12
Clients0
DateJul 2019
Total AUM$617.6M
Discretionary$617.6M
Non-Disc.$0
Employees12
Clients0
DateApr 2019
Total AUM$617.6M
Discretionary$617.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$617.6M
Discretionary$617.6M
Non-Disc.$0
Employees12
Clients0
DateAug 2018
Total AUM$669.1M
Discretionary$656.9M
Non-Disc.$12.2M
Employees11
Clients0
DateMar 2018
Total AUM$669.1M
Discretionary$656.9M
Non-Disc.$12.2M
Employees11
Clients0
DateMar 2017
Total AUM$607.3M
Discretionary$586.9M
Non-Disc.$20.3M
Employees11
Clients500
DateJan 2017
Total AUM$607.3M
Discretionary$586.9M
Non-Disc.$20.3M
Employees11
Clients500
DateMar 2016
Total AUM$405.8M
Discretionary$387.8M
Non-Disc.$17.9M
Employees10
Clients500
DateMar 2015
Total AUM$461.1M
Discretionary$446.1M
Non-Disc.$15M
Employees10
Clients500
DateDec 2014
Total AUM$418.9M
Discretionary$386.5M
Non-Disc.$32.4M
Employees10
Clients500
DateMar 2014
Total AUM$418.9M
Discretionary$386.5M
Non-Disc.$32.4M
Employees10
Clients500
DateAug 2013
Total AUM$384.6M
Discretionary$366M
Non-Disc.$18.5M
Employees10
Clients500
DateMar 2013
Total AUM$384.6M
Discretionary$366M
Non-Disc.$18.5M
Employees10
Clients500
DateMar 2012
Total AUM$355.3M
Discretionary$337.4M
Non-Disc.$17.8M
Employees6
Clients550
DateMar 2011
Total AUM$392.5M
Discretionary$371.1M
Non-Disc.$21.4M
Employees10
Clients--
DateNov 2010
Total AUM$344M
Discretionary$322M
Non-Disc.$22M
Employees10
Clients--
DateApr 2010
Total AUM$344M
Discretionary$322M
Non-Disc.$22M
Employees10
Clients--
DateJan 2009
Total AUM$369.5M
Discretionary$369M
Non-Disc.$523K
Employees10
Clients--
DateJan 2008
Total AUM$369.5M
Discretionary$369M
Non-Disc.$523K
Employees10
Clients--
DateJan 2008
Total AUM$173.5M
Discretionary$173M
Non-Disc.$523K
Employees5
Clients--
DateFeb 2007
Total AUM$173M
Discretionary$172.5M
Non-Disc.$462K
Employees5
Clients--
DateMar 2006
Total AUM$152.3M
Discretionary$152M
Non-Disc.$309.6K
Employees5
Clients--
DateSep 2005
Total AUM$121.9M
Discretionary$121.6M
Non-Disc.$357.5K
Employees5
Clients--