THE INVESTMENT COUNSEL COMPANY
Firm details
- Headquarters
- LAS VEGAS, Nevada
- CRD number
- 19608
- Registered since
- August 5, 1988
- Website
- iccnv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.99%
- Pension & Profit Sharing Plans2.12%
- Charitable Organizations1.21%
- Corporations / Businesses0.41%
- Individuals0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The Investment Counsel Company is an independent, SEC-registered registered investment adviser that has operated since the late 1980s. It serves both individual and family clients as well as institutional accounts, offering financial planning, discretionary and non‑discretionary portfolio management, pension consulting and selection of other advisers. Its fee model blends asset‑based fees with fixed fees. The firm reports being an active ESG investor and acts as a capital allocator, deploying client capital to external managers and pooled vehicles rather than relying solely on in‑house proprietary strategies.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities18%
- Other17%
- Cash & Cash Equivalents7%
- State & Local Bonds5%
Contacts
3 of 7Michaelyn Andress
Investment ConsultantCRD 7896489
NICHOLAS HICKLY
Investment ConsultantCRD 4805933
BERNADETTE MASHAS
Investment ConsultantCRD 2530727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$35.2M in ETFs
80%
$28M
20%
$7.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $16.4M | 27,404 | 46.57% |
Location
LAS VEGAS, NV
CLARK
Location
LAS VEGAS, NV
Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 10000 W Charleston Blvd
- Time zone
- PT (UTC-8)
- Office locations
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