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Icw Investment Advisors, LLC

● SEC registered since 2005CRD 135081SEC# 801-64460Scottsdale, AZ
Export (members)
Reg. AUM
$355.7M
Employees
6
Accounts
332
Location
Scottsdale, AZ

Icw Investment Advisors, LLC assets under management

Icw Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2005. It reports $355.7 million in regulatory assets under management and employs 6 people.

Icw Investment Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Charles Vincent RossiVice PresidentUnder 5%2021
Jennifer Jill RossiVice President, Chief Administrative OfficerUnder 5%2019
Jillian Suzanne CarlsonChief Compliance OfficerUnder 5%2017
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Frequently asked questions

How much does Icw Investment Advisors, LLC manage?

Icw Investment Advisors, LLC reports $355.7 million in regulatory assets under management on its Form ADV.

How many employees does Icw Investment Advisors, LLC have?

Icw Investment Advisors, LLC reports 6 employees.

Where is Icw Investment Advisors, LLC located?

Icw Investment Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2005.

Does Icw Investment Advisors, LLC disclose fund performance?

Icw Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16427 North Scottsdale Road, Suite 350, Scottsdale, AZ 85254-1595
Phone480-951-2900
Fax480-951-2922
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
CIK1794820
Discloses disciplinary historyNo

Assets under management

Discretionary$355.7M
Non-discretionary$0
Total (RAUM)$355.7M