Ic Advisory Services, Inc.
CRD 140190SEC# 801-66512Bedminster, NJ
No longer SEC-registered. Ic Advisory Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.06B
Employees
220
Accounts
5,528
Location
Bedminster, NJ
Ic Advisory Services, Inc. assets under management
Ic Advisory Services, Inc. operates as an SEC-registered investment adviser based in Bedminster, NJ. It reports $2.1 billion in regulatory assets under management and employs 220 people.
Ic Advisory Services, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Andrew Wright Control | Chief Compliance Officer | Under 5% | 2006 |
| Ic Financial, Inc. Control | Sole Shareholder | Over 75% | 2006 |
| Ralph James Devito Control | Director | Under 5% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Ic Advisory Services, Inc. manage?
Ic Advisory Services, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Ic Advisory Services, Inc. have?
Ic Advisory Services, Inc. reports 220 employees.
Where is Ic Advisory Services, Inc. located?
Ic Advisory Services, Inc. is based in Bedminster, NJ.
Does Ic Advisory Services, Inc. disclose fund performance?
Ic Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1420 Route 206 North, Suite 210, Bedminster, NJ 07921 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.06BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$2.06Bregulatory AUM
Discretionary $1.69BNon-discretionary $364.2M