Icc Capital Management Inc is a large advisory firm based in Orlando. It manages $1.17 billion of regulatory assets for 227 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, and Florida.
Icc Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Icc Capital Management Inc is $1.17 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Icc Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Andrew Richey has been acting as President since 1 Dec 1997. Robert Mark Ohanesian joined the executive team most recently as the Cio Fixed Income Strategies.
The principal office where Icc Capital Management Inc performs its advisory services is located at 390 North Orange Avenue, Orlando, FL 32801, which is also the mailing address of the firm. An additional office of the firm is in Walnut Creek, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-480-6445 or by fax 407-841-2814. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at icccapital.com.