RIA Intel›Advisers›New Jersey›IC ADVISORY SERVICES, INC.

IC ADVISORY SERVICES, INC.

Advisory

N·BEDMINSTER, NJ

Data as of Apr 2, 2024 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

+19.6%

3-Year CAGR

+8.8%

Employees

198

Assets Under Management

Total AUM$2.1B

Discretionary AUM$1.7B

Non-Discretionary AUM$364M

Discretionary %82.3%

Total Clients5,528

Team

Total Employees198

Investment Advisers220

Employee Growth (1Y)—

Filing History

Total Filings on Record38

First FilingMar 24, 2006

Latest FilingApr 2, 2024

🔒 Full AUM trend chart and 38 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on IC ADVISORY SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.