Overview
Assets Under Management: $212 million
Headquarters: JESSUP, PA
High-Net-Worth Clients: 9
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,025
Discretionary Accounts: 1,025
Regulatory Filings
CRD Number: 149489
Filing ID: 1987988
Last Filing Date: 2025-05-07 10:19:00
Website: https://icm-invest.com