Investment Counselors Of Redlands LLC

Investment Counselors Of Redlands LLC (CRD# 137470) is a financial advisory firm headquartered in Redlands, CA. They manage $88,904,251 in 362 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 E. Redlands Blvd., #138, Redlands, CA 92373
http://www.icredlands.com
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    362
    ACCOUNTS
  • Average Account Value
    $245,592
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Investment Counselors Of Redlands LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Cobb, financial advisor Redlands CA
James L. Cobb
CRD#: 4981555
101 E. Redlands Blvd., #138, Redlands, CA 92373

James Cobb (CRD# 4981555) is an Investment Advisor Representative working at Investment Counselors Of Redlands LLC in Redlands, CA and has over 18 years of experience in the finance industry.

2
James Heine, financial advisor Redlands CA
James A. Heine
CRD#: 4084769
101 E. Redlands Blvd., #138, Redlands, CA 92373

James Heine (CRD# 4084769) is an Investment Advisor Representative working at Investment Counselors Of Redlands LLC in Redlands, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals