SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED

10 South Dearborn Street
38th Floor
Chicago, Illinois 60603
Tel: 312-385-8320

About SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED

SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED, formally registered with the SEC as SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED. The firm was established in 02/10/1997. They have over 1 offices throughout the country.

SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED is a Chicago, Illinois based Financial Planning firm with nearly $3,967,990,785 assets under management, offering retirement planning & investment advisory services to 145 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106201
SEC#	801-53815
Assets Managed by Firm	$3,967,990,785
No. of Clients	145
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	145	$3,967,990,785
High net worth individuals	38	$131,185,243
Pension and profit sharing plans	4	$536,512,782
Charitable organizations	4	$147,809,337
Corporations or other businesses	9	$1,117,633,895

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