Investment Counselors Of Redlands LLC (Redlands)

Name: Investment Counselors Of Redlands LLC
Address: 101 E. Redlands Blvd., Redlands, CA, 92373
Telephone: 909-792-0711

Investment Counselors Of Redlands LLC is an adviser based in Redlands. It manages $58.84 million of regulatory assets for 428 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Nebraska.

Investment Counselors Of Redlands provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and retirement projections. 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 Counselors Of Redlands: assets under management

The assets under management (AUM) of Investment Counselors Of Redlands LLC is $58.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $58.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.48 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Counselors Of Redlands LLC 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 Redlands

The principal office where Investment Counselors Of Redlands LLC performs its advisory services is located at 101 E. Redlands Blvd., Redlands, CA 92373, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 909-792-0711 or by fax 909-792-0811. The normal business hours are 8 am to 5pm on Monday - Friday. You can find more information about the New York firm at www.icredlands.com.

Investment Counselors Of Redlands LLC (Redlands)

Investment Counselors Of Redlands: assets under management

Fees & Commissions

Based in Redlands

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