Ica, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
145235
Registered since
January 8, 2008

Firm profile

FINTRX

Overview

Ica, LLC is a limited liability company that registered with the SEC as an investment adviser in 2008. FINTRX classifies the firm as unclassified and lists its ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, is not active on ESG mandates, and is not set up as a multi-state or newly formed adviser. FINTRX does not provide details on the firm’s client segments, fee schedules, or day-to-day advisory activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • Margaret Barnhart

    Margaret Barnhart

    Senior Vice President & Chief Compliance OfficerCRD 1956190

  • William Mcgugin

    William Mcgugin

    President, CEOCRD 5322620

Contacts

3 of 3
  • Ashley Holloway

    Ashley Holloway

    Senior Vice President, OperationsCRD 5882303

  • Matthew Jacques

    Matthew Jacques

    Managing DirectorCRD 5929189

  • Catherine Colbert

    Catherine Colbert

    OperationsCRD 8095279

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
102 Woodmont Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth