Institutional Capital Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 108986
- Registered since
- December 3, 1999
- Website
- www.thinkicm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Institutional Capital Management, Inc. is a small, institutionally focused advisory corporation that has been SEC-registered since 1999. The firm serves business and institutional clients with portfolio management services and operates under an owner-type categorized as individual. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The adviser is not characterized as a capital allocator, is not positioned as an ESG investor, and does not report being a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds87%
- Other11%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Robert Moore
FounderCRD 1624201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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