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ISC FINANCIAL ADVISORS
200 North Broadway Ave.
Albert Lea, Minnesota 56007
Tel: 507-373-8216
About ISC FINANCIAL ADVISORS
ISC FINANCIAL ADVISORS, formally registered with the SEC as ISC FINANCIAL ADVISORS. The firm was established in 07/12/2011. They have over 3 offices throughout the country.
ISC FINANCIAL ADVISORS is a Albert Lea, Minnesota based Financial Planning firm with nearly $1,349,084,643 assets under management, offering retirement planning & investment advisory services to 3403 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157626 |
| SEC# | 801-72585 |
| Assets Managed by Firm | $1,349,084,643 |
| No. of Clients | 3403 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3403 | $1,349,084,643 |
| Individuals (other than high net worth individuals) | 968 | $187,102,597 |
| High net worth individuals | 273 | $824,755,243 |
| Pension and profit sharing plans | 46 | $328,323,021 |
| Charitable organizations | 18 | $8,903,782 |
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