Overview
Assets Under Management: $148 million
Headquarters: GRAND BLANC, MI
High-Net-Worth Clients: 53
Average Client Assets: $2.2 million
Frequently Asked Questions
INVESTMENT COUNSEL 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 #105944), INVESTMENT COUNSEL INC is subject to fiduciary duty under federal law.
INVESTMENT COUNSEL INC is headquartered in GRAND BLANC, MI.
INVESTMENT COUNSEL INC serves 53 high-net-worth clients according to their SEC filing dated February 05, 2018. View client details ↓
According to their SEC Form ADV, INVESTMENT COUNSEL INC offers portfolio management for individuals. View all service details ↓
INVESTMENT COUNSEL INC manages $148 million in client assets according to their SEC filing dated February 05, 2018.
According to their SEC Form ADV, INVESTMENT COUNSEL INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.70%
Average Client Assets: $2.2 million
Total Client Accounts: 89
Discretionary Accounts: 89
Regulatory Filings
CRD Number: 105944
Filing ID: 1164853
Last Filing Date: 2018-02-05 13:02:00