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Ic Advisory Services, Inc.

CRD 140190SEC# 801-66512Bedminster, NJ
Export (members)
No longer SEC-registered. Ic Advisory Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.06B
Employees
220
Accounts
5,528
Location
Bedminster, NJ

Ic Advisory Services, Inc. assets under management

Ic Advisory Services, Inc. operates as an SEC-registered investment adviser based in Bedminster, NJ. It reports $2.1 billion in regulatory assets under management and employs 220 people.
View on SEC.gov ↗

Ic Advisory Services, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Douglas Andrew Wright ControlChief Compliance OfficerUnder 5%2006
Ic Financial, Inc. ControlSole ShareholderOver 75%2006
Ralph James Devito ControlDirectorUnder 5%2006
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Frequently asked questions

How much does Ic Advisory Services, Inc. manage?

Ic Advisory Services, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Ic Advisory Services, Inc. have?

Ic Advisory Services, Inc. reports 220 employees.

Where is Ic Advisory Services, Inc. located?

Ic Advisory Services, Inc. is based in Bedminster, NJ.

Does Ic Advisory Services, Inc. disclose fund performance?

Ic Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1420 Route 206 North, Suite 210, Bedminster, NJ 07921
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$1.69B
Non-discretionary$364.2M
Total (RAUM)$2.06B