Bankers Investment Counseling

RIASEC Registered
Total AUM
$21.5M
Discretionary
$21.5M
100% of AUM
Avg account
$303K
Accounts
71
Employees
1
Advisory reps
2

Firm details

Headquarters
Ventura, California
CRD number
325872
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI51.8%
  • Individuals48.2%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bankers Investment Counseling is an independent, privately owned registered investment adviser organized as a corporation and focused on serving individual and family clients. The firm charges fees based on a percentage of assets under management and provides portfolio management services tailored to individuals and small businesses. It does not position itself as a capital allocator, is not identified as an ESG-active manager, and does not operate as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 43%, Public Funds/Mutual Funds 30%, Cash & Cash Equivalents 20%, US Government Bonds 6%, State & Local Bonds 1%43%
  • Exchange Traded Equities43%
  • Public Funds/Mutual Funds30%
  • Cash & Cash Equivalents20%
  • US Government Bonds6%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Andrew Killion

    Andrew Killion

    President, Chief Investment OfficerCRD 2307056

Contacts

1 of 1
  • Christina Killion

    PartnerCRD 7774081

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Ventura, CA

Ventura

Location

Ventura, CA

Headquartered in Ventura, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
5450 Telegraph Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth