Investment Counselors Of Redlands LLC

Investment Counselors Of Redlands LLC (CRD# 137470) is a financial advisory firm headquartered in Redlands, CA. They manage $78,973,859 in 365 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
    79
    MILLION
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $216,367
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 17 years of experience in the finance industry. James Cobb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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 23 years of experience in the finance industry.

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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.

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