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Home > Retirement Planners > texas > dallas > ISC ADVISORS, INC.
ISC ADVISORS, INC.
3500 Oak Lawn Ave
Ste 400
Dallas, Texas 75219
Tel: 214 520 1115
About ISC ADVISORS, INC.
ISC ADVISORS, INC, formally registered with the SEC as ISC ADVISORS, INC. The firm was established in 03/20/2013. They have over 12 offices throughout the country.
ISC ADVISORS, INC. is a Dallas, Texas based Financial Planning firm with nearly $1,284,165,122 assets under management, offering retirement planning & investment advisory services to 2002 clients. The firm is staffed with 33 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166586 |
| SEC# | 801-77727 |
| Assets Managed by Firm | $1,284,165,122 |
| No. of Clients | 2002 |
| No. of Advisors | 33 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2002 | $1,284,165,122 |
| Individuals (other than high net worth individuals) | 1452 | $325,403,003 |
| High net worth individuals | 411 | $326,900,066 |
| Pension and profit sharing plans | 68 | $503,490,331 |
| Charitable organizations | 8 | $70,714,820 |
| Corporations or other businesses | 6 | $7,325,889 |
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