ISC ADVISORS, INC.
Dallas, Texas
ISC Advisors, Inc. is a renowned regional investment advisory firm headquartered in Dallas, TX. With over 1,520 individual clients and an impressive $1,127,586,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Operating from 12 strategically located offices, ISC Advisors offers comprehensive investment solutions to a diverse clientele.
While 401K and individual accounts constitute less than 30% of their assets under management, ISC Advisors possesses the expertise to effectively manage employer funds. An impressive 47% of the assets they oversee are discretionary, sho...
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Assets Under Mgmt
$1.13B
Investment Professionals
29
Locations
11
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Disciplined by self-regulatory organization or commodities exchange
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Articles
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