OLD SECURITY GROUP

OLD SECURITY GROUP of WEST CHESTER, PA is an SEC-registered investment adviser (CRD 163125). Regulatory assets under management: $46.6M.

Registration

• CRD: 163125
• Type: Registered investment adviser
• Location: 1475 PHOENIXVILLE PIKE, WEST CHESTER, PA, 19380
• Phone: 610-719-3003
• Latest filing: 2026-02-22
• Regulatory AUM: $46.6M
• Discretionary AUM: $46.6M
• Clients: 3
• Accounts: 94

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 163125 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search