Fixed Income Securities, LP is a large advisory firm based in Monument. It manages $170.4 million of regulatory assets for 246 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 20 other states.
Fixed Income Securities provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Fixed Income Securities, LP is $170.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 390% 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 Fixed Income Securities, LP for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Scott Irvin Colyer has been acting as President since 1 Jan 2001. Michael Scott Segal joined the executive team most recently as the Sr. Vp.
The principal office where Fixed Income Securities, LP performs its advisory services is located at 18925 Base Camp Road, Monument, CO 80132, which is also the mailing address of the firm. An additional office of the firm is in Boerne, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 719-488-9956 or by fax 719-488-4215. The normal business hours are 6:00 am - 3:30 pm on Monday - Friday. You can find more information about the New York firm at www.fisbonds.com.