Idc Portfolio Management Inc (Hartland)

Name: Idc Portfolio Management Inc
Address: 700 Walnut Ridge Drive, Hartland, WI, 53029
Telephone: 262-369-4217

Idc Portfolio Management Inc is a large advisory firm based in Hartland. It manages $10 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.

Idc Portfolio Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Idc Portfolio Management: assets under management

The assets under management (AUM) of Idc Portfolio Management Inc is $10 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.11 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Idc Portfolio Management Inc for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Idc Portfolio Management Inc

John E Rickmeier has been acting as President since 1 Jan 1984. Brian Allen Prochnow joined the executive team most recently as the Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John E Rickmeier	President	1 Jan 1984	50% - 75%	4390947
Mary A Rickmeier	Secretary	1 Jan 1984	Other	4390951
Mary E Rajki	Na	1 Jan 1984	Other	4390952
Arthur G Hall	Na	1 Jan 1984	Other	4390955
Raquel Koch	Na	1 Jan 1984	Other	4390956
John Edward Rickmeier	President	1 Jan 1984	75% - 100%	4390947
Mary Woehr Rickmeier	Secretary	1 Jan 1984	Other	4390951
David James Ackley	Vice president	1 Dec 2002	Other	4888425
John James Koch	N/a	1 Aug 2003	Other	272918
Brian Allen Prochnow	Compliance officer	1 Apr 2004	Other	4889827

Based in Hartland

The principal office where Idc Portfolio Management Inc performs its advisory services is located at 700 Walnut Ridge Drive, Hartland, WI 53029 The mailing address of the firm is Po Box 140, Hartland, WI 53029. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-369-4217 or by fax 262-367-6497. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.idcportfolio.com.