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Security Investors, LLC

● SEC registered since 1971CRD 105477SEC# 801-8008New York, NY
Export (members)
Reg. AUM
$7.97B
Employees
20
Accounts
107
Location
New York, NY

Security Investors, LLC assets under management

Security Investors, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1971. It reports $8 billion in regulatory assets under management and employs 20 people.

Security Investors, LLC owners & executives

19 reported
NameTitleOwnershipSince
Amy Jo Lee ControlGeneral Counsel, Secretary, And Sr. Managing DirectorUnder 5%1996
Amy Leigh Damman ControlAssistant TreasurerUnder 5%2012
Brian Edward Binder ControlPresident, Mutual Funds Boards And Sr. Managing DirectorUnder 5%2018
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Frequently asked questions

How much does Security Investors, LLC manage?

Security Investors, LLC reports $8 billion in regulatory assets under management on its Form ADV.

How many employees does Security Investors, LLC have?

Security Investors, LLC reports 20 employees.

Where is Security Investors, LLC located?

Security Investors, LLC is based in New York, NY and has been SEC-registered since 1971.

Does Security Investors, LLC disclose fund performance?

Security Investors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address330 Madison Avenue, 10th Floor, New York, NY 10017
Phone212-518-9010
Office hours8:30 To 4:30 Est
SEC regionNew York Regional Office (NYRO)
CIK791185
Discloses disciplinary historyNo

Regulatory AUM

$7.97B▼ 29%
Jan '25 — $11.26BFeb '25 — $11.26BMar '25 — $7.4BApr '25 — $7.4BMay '25 — $7.4BJun '25 — $7.4BJul '25 — $7.4BAug '25 — $7.4BSep '25 — $7.4BOct '25 — $7.4BNov '25 — $7.4BDec '25 — $7.4BJan '26 — $7.4BFeb '26 — $7.4BMar '26 — $7.97BApr '26 — $7.97BMay '26 — $7.97BJun '26 — $7.97B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers

Assets under management

$7.97Bregulatory AUM
Discretionary $7.97B