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Building 2INVESTMENT COUNSEL INC

Map pinPETOSKEY, MI
Phone(800) 689-7897
NotebookSEC #801-269
Total AUM
$164.1M
Employees
2
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
320 HOWARD STREET
SUITE 200
PETOSKEY
MI 49770
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
(800) 689-7897

ReceiptFinancials

Total AUM
$164.1M
Accounts
171
Discretionary
$164.1M
Accounts
171
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$23.7M
HNW Individual Clients
39
AUM
$127.7M
Pension/Profit Sharing Plan Clients
1
AUM
$12.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO REVIEW SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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