The Investment Counsel Company Of Nevada is a large advisory firm based in Las Vegas. It manages $871.62 million of regulatory assets for 926 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Idaho, Louisiana, and 3 other states.
The Investment Counsel Company Of Nevada provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Investment Counsel Company Of Nevada is $871.62 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Investment Counsel Company Of Nevada for their services and products based on a percentage of assets under management and fixed fees. 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Staci Roberts Garcia is high net worth individuals with 187 clients and $804.7 million of assets under management. Among the 13 most similar advisory firms, The Investment Counsel Company Of Nevada has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $871.02 million for 257 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
The Investment Counsel Company Of Nevada doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Staci Roberts Garcia has been acting as President since 1 Feb 1987. Michelle Morris Konstantarakis joined the executive team most recently as the Chief Compliance Officer.
The principal office where The Investment Counsel Company Of Nevada performs its advisory services is located at 10000 W. Charleston Blvd., Las Vegas, NV 89135, 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 702-871-8510 or by fax 702-871-4052. The normal business hours are 6:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at iccnv.com.