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Institutional Securities

EST. AUM
$538,772,489

CONTACTS
8

CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number 20291
Website iscgroup.com
Client types

Overview

The ISC Group is based in Dallas and they have a number of business segments. On the wealth management side, they maintain 5 actively managed model portfolios: Conservative Income, Income, Balanced, Growth, and Aggressive Growth. The models use mutual funds and ETFs. ISC also accesses SMA and UMA capabilities through Envestnet's platform. ISC does have its own affiliated Broker-Dealer but also relies on Schwab, TD, and Fidelity for the custody of certain client assets.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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