The Investment Counsel Company
Firm details
- Headquarters
- Las Vegas, Nevada
- CRD number
- 19608
- Registered since
- August 5, 1988
- Website
- iccnv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.99%
- Pension & Profit Sharing Plans2.12%
- Charitable Organizations1.21%
- Corporations / Businesses0.41%
- Individuals0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The Investment Counsel Company is an independent registered investment adviser that has been SEC-registered since 1988. The firm serves both individual/family and institutional clients and operates as a capital allocator, combining discretionary portfolio management, non-discretionary relationships, financial planning, pension consulting and the selection of other advisers. Its fee arrangements include traditional percentage-of-AUM billing as well as fixed-fee relationships. FINTRX flags the firm as an active ESG investor, which suggests ESG considerations are incorporated into manager selection or portfolio construction.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities18%
- Other17%
- Cash & Cash Equivalents7%
- State & Local Bonds5%
Contacts
3 of 7
Michaelyn Andress
Investment ConsultantCRD 7896489
Nicholas Hickly
Investment ConsultantCRD 4805933
Bernadette Mashas
Investment ConsultantCRD 2530727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$43.7M in ETFs
83%
$36.1M
17%
$7.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $18.9M | 27,475 | 43.16% |
Location
Las Vegas, NV
Clark
Location
Las Vegas, NV
Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 10000 W Charleston Blvd
- Time zone
- PT (UTC-8)
- Office locations
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