$46.6M Total AUM
$46.6M Disc. AUM
-- 3Y CAGR
3 Employees
132 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Matrix pioneerPrime insight
- Established Date
- 04-27-2012
- Office Locations
- 1
Office Locations
1475 Phoenixville Pike Suite 103 West Chester PA
About OLD Security Group
Old Security Group is a retirement-focused RIA specializing in pre-retirement planning, tax diversification, and distribution strategies around RMDs, Social Security, and Medicare. The firm designs customized portfolios (implemented largely with ETFs) and supports clients with ongoing access, annual reviews, and a bi-weekly podcast. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$23.3M AVG AUM / ADVISOR
$353.4K AVG AUM / CLIENT
14.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Frontier Oak capital Focus Fusion north Horizon Oak Delta foundation
Client Personas
Glacier Bridge pathway Glacier glacier
Custodian
Eagle fusion Prime focus Unison element Timber bridge Peak crest Optima legacy
Investment Themes
Oak pioneer Value Optima Crest Fusion ridge
Investment Vehicles
Vital element
Platform
Unison glacier
Services
Prime Matrix prime Zenith vertex Bridge Matrix Crest Pioneer harbor Delta atlas Vertex Glacier foundation
Technology
Foundation legacy Horizon atlas
Owner & Executives
MATTHEW S HAUSMAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6048512
- Ownership
- 75% or more
(672) 599-7570
quantum.catalyst@horizoncapital.com
in linkedin.com/in/timber-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,649,102 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,649,102 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,649,102
Equity - Exchange:
37.3% Cash:
51.2% U.S. Government/Agency:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,646,984,241 | 37.3% |
| Cash | $2,260,739,763 | 51.2% |
| U.S. Government/Agency | $507,783,345 | 11.5% |
| Total | $4,415,507,349 | 100.0% |