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BANKERS INVESTMENT COUNSELING
BANKERS INVESTMENT COUNSELING COMPANY
CRD 325872
5450 TELEGRAPH ROAD, SUITE 265, VENTURA, CA, 93003, United States
Phone
805-620-0150
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.5M
Discretionary AUM
$21.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $10.4M |
| High net worth individuals | 7 | $11.1M |
All web addresses on file
Official SEC filing: View on IAPD