INVESTMENT CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- CLINTON, New Jersey
- CRD number
- 112691
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Investment Capital Management, Inc. is a corporation that provides portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management and hourly charges. While it does not actively engage in ESG investing, it focuses on delivering tailored investment strategies to its clients. Investment Capital Management, Inc. is not classified as a capital allocator and does not have affiliations with multi-state advisory firms or pension consultants.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents90%
- Other10%
Contacts
1 of 1MARK SCHULTZ
President & FounderCRD 1223561
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLINTON, NJ
HUNTERDON
Location
CLINTON, NJ
Headquartered in CLINTON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- HUNTERDON
- Address
- 12 Van Syckels Rd
- Time zone
- ET (UTC-5)
- Office locations
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