RIA Intel›Advisers›Florida›INVESTMENT COUNSEL CO OF THE SOUTHEAST

INVESTMENT COUNSEL CO OF THE SOUTHEAST

Advisory

ORLANDO, FL

Data as of Dec 19, 2001 · Source: SEC Form ADV

Total AUM
$359M
1-Year AUM Growth
0.0%
3-Year CAGR
0.0%
Employees
0
Assets Under Management
Total AUM$359M
Discretionary AUM$93M
Non-Discretionary AUM$266M
Discretionary %26%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record3
First FilingJan 31, 2001
Latest FilingDec 19, 2001
🔒 Full AUM trend chart and 3 historical filings spanning 1 year
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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