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SECURITY CAPITAL MANAGEMENT
1300 Chapline Street
Wheeling, West Virginia 26003
Tel: 304-233-3312
About SECURITY CAPITAL MANAGEMENT
SECURITY CAPITAL MANAGEMENT, formally registered with the SEC as SECURITY CAPITAL MANAGEMENT. The firm was established in 03/29/2006. They have over 4 offices throughout the country.
SECURITY CAPITAL MANAGEMENT is a Wheeling, West Virginia based Financial Planning firm with nearly $1,018,623,006 assets under management, offering retirement planning & investment advisory services to 2291 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 396 |
| SEC# | 801-66333 |
| Assets Managed by Firm | $1,018,623,006 |
| No. of Clients | 2291 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2291 | $1,018,623,006 |
| Individuals (other than high net worth individuals) | 1731 | $400,765,279 |
| High net worth individuals | 517 | $567,020,112 |
| Pension and profit sharing plans | 15 | $30,464,570 |
| Charitable organizations | 19 | $12,974,042 |
| Corporations or other businesses | 9 | $7,399,003 |
More Retirement Planning firms in Wheeling, West Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,260,993,682 | 5211 | 48 | |
| $839,421,117 | 6 | 15 | |
| $822,275,700 | 824 | 5 | |
| $774,786,979 | 4851 | 26 | |
| $708,247,570 | 2200 | 12 |
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