RIA IntelAdvisersCaliforniaBANKERS INVESTMENT COUNSELING COMPANY

BANKERS INVESTMENT COUNSELING COMPANY

Advisory

VENTURA, CA

Data as of Jul 7, 2026 · Source: SEC Form ADV

Rank in CA
#4,225
of 5,480 advisers by AUM
Average account
$303K
across 71 accounts
AUM per adviser
$22M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 7, 2026.

Total AUM
$22M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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AL LOCY FINANCIAL SERVICES LLC
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MACKEN FINANCIAL GROUP INC
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