Sign in
Create a free account
IC ADVISORY SERVICES, INC.
BEDMINSTER, NJ
908-707-4422
SEC #801-66512Total AUM
$2.1B
Employees
220Clients
5,528Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1420 ROUTE 206 NORTH
SUITE 210
BEDMINSTER
NJ 07921
United States
SUITE 210
BEDMINSTER
NJ 07921
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
908-707-4422
Other Offices
179
Financials
Total AUM
$2.1B
Accounts
5,528Discretionary
$1.7B
Accounts
4,757Non-Discretionary
$364.2M
Accounts
771
Clients
Individual Clients
4,383AUM
$929.9M
HNW Individual Clients
1,051AUM
$1B
Pension/Profit Sharing Plan Clients
62AUM
$31.6M
Charitable Organization Clients
13AUM
$29.6M
Corporation or Business Clients
19AUM
$25M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.