Overview
Assets Under Management: $1.2 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 909
Average Client Assets: $0.6 million
Frequently Asked Questions
ICA GROUP WEALTH MANAGEMENT, LLC 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 #311419), ICA GROUP WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ICA GROUP WEALTH MANAGEMENT, LLC is headquartered in DENVER, CO.
ICA GROUP WEALTH MANAGEMENT, LLC serves 909 high-net-worth clients according to their SEC filing dated April 23, 2024. View client details ↓
According to their SEC Form ADV, ICA GROUP WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ICA GROUP WEALTH MANAGEMENT, LLC manages $1.2 billion in client assets according to their SEC filing dated April 23, 2024.
According to their SEC Form ADV, ICA GROUP WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 909
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.62%
Average Client Assets: $0.6 million
Total Client Accounts: 6,308
Discretionary Accounts: 6,308
Regulatory Filings
CRD Number: 311419
Filing ID: 1868985
Last Filing Date: 2024-04-23 13:35:00