Investors Security Company, Inc. (Suffolk)

Name: Investors Security Company, Inc.
Address: 2484 Pruden Blvd, Suffolk, VA, 23434
Telephone: 757-539-2396

Investors Security Company, Inc. is a multi-state adviser based in Suffolk. It manages $96.16 million of regulatory assets for 408 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arkansas, California, and 19 other states.

Investors Security Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investors Security Company: assets under management

The assets under management (AUM) of Investors Security Company, Inc. is $96.16 million. The firm's AUM has grown by 340% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.65 million in discretionary accounts and $79.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $462.52 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $213.72 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investors Security Company, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investors Security Company, Inc.

Cabell Brooking Birdsong has been acting as President since 1 Aug 1964. Christopher Matthew Holloway joined the executive team most recently as the President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cabell Brooking Birdsong	President	1 Aug 1964	75% - 100%	21850
Christopher Matthew Holloway	Vice president	1 Aug 1998	Other	3124769
Christopher Matthew Holloway	President/chief compliance officer	1 Jul 2012	Other	3124769

Based in Suffolk

The principal office where Investors Security Company, Inc. performs its advisory services is located at 2484 Pruden Blvd, Suffolk, VA 23434, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 757-539-2396 or by fax 757-925-4353. The normal business hours are 9:00 a.m. until 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.investorssecurity.com.