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CAPITAL & SECURITY MANAGEMENT, INC.
CAPITAL & SECURITY MANAGEMENT, INC.
CAPITAL & SECURITY MANAGEMENT INC
WEST CHESTER, Pennsylvania
·
2 registered advisors
·
CRD# 108295
SEC# 801-22428
610-692-4794
01
Firm Overview
AUM
$71M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CAPITAL & SECURITY MANAGEMENT, INC.
2 registered advisors
David Goddard Dorsett
WEST CHESTER, Pennsylvania
CRD# 4348384
Grant H Clark
WEST CHESTER, Pennsylvania
CRD# 4207127
05
Office Locations
WEST CHESTER, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. CAPITAL & SECURITY MANAGEMENT, INC. (CRD# 108295) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.