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OLD SECURITY GROUP
OLD SECURITY ADVISORS, INC
CRD 163125
1475 PHOENIXVILLE PIKE, SUITE 103, WEST CHESTER, PA, 19380, United States
Phone
610-719-3003
Fax
610-719-3004
Registration
— (—)
Source
State registered
Total AUM
$46.6M
Discretionary AUM
$46.6M
Team
3 total employees; 2 advisory reps; 70 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL - CO-ADVISOR FEES
Org form
Corporation
Filing date
2026-02-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $32.4M |
| High net worth individuals | 6 | $14.2M |
All web addresses on file
Official SEC filing: View on IAPD