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Investment Counsel Co Of The Southeast (Orlando)


Investment Counsel Co Of The Southeast is a large advisory firm based in Orlando. It manages $359.42 million of regulatory assets for 1,030 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 42 other states.

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Investment Counsel Co Of The Southeast provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Counsel Co Of The Southeast: assets under management

The assets under management (AUM) of Investment Counsel Co Of The Southeast is $359.42 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $93.45 million in discretionary accounts and $265.97 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $348.58 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Counsel Co Of The Southeast for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Orlando

The principal office where Investment Counsel Co Of The Southeast performs its advisory services is located at 255 S Orange Ave, Orlando, FL 32801, which is also the mailing address of the firm. An additional office of the firm is in Eden Valley, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-841-6241 or by fax 407-244-3735. The normal business hours are 9:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.investmentsforlife.com.


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