Overview
Assets Under Management: $2.1 billion
Headquarters: BEDMINSTER, NJ
High-Net-Worth Clients: 1,051
Average Client Assets: $989,801
Frequently Asked Questions
IC ADVISORY SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140190), IC ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
IC ADVISORY SERVICES, INC. is headquartered in BEDMINSTER, NJ.
IC ADVISORY SERVICES, INC. serves 1,051 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, IC ADVISORY SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
IC ADVISORY SERVICES, INC. manages $2.1 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, IC ADVISORY SERVICES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,051
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.59
Average High-Net-Worth Client Assets: $989,801
Total Client Accounts: 5,528
Discretionary Accounts: 4,757
Non-Discretionary Accounts: 771
Regulatory Filings
CRD Number: 140190
Filing ID: 1973414
Last Filing Date: 2025-03-31 11:25:00
Website: https://investctr.com