Security Global Investors, LLC is a large advisory firm based in San Francisco. It manages $739.72 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Connecticut, and Kansas.
Security Global Investors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Security Global Investors, LLC is $739.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1046% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Security Global Investors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Mark Goldman has been acting as President since 1 May 2007. Keith Arthur Fletcher joined the executive team most recently as the Sr. Vice President.
The principal office where Security Global Investors, LLC performs its advisory services is located at 801 Montgomery Steet, San Francisco, CA 94133 5164, which is also the mailing address of the firm. An additional office of the firm is in Topeka, KS. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 415-274-7700 or by fax 415-274-7702. The normal business hours are 8 am - 5 pm on Monday - Friday.