Investment Counselors Of Redlands LLC
Investment Counselors Of Redlands LLC (CRD# 137470) is a financial advisory firm headquartered in Redlands, CA. They manage $76,298,616 in 352 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts352ACCOUNTS
Average Account Value$216,757
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
James Cobb (CRD# 4981555) is an Investment Advisor Representative working at Investment Counselors Of Redlands LLC in Redlands, CA and has over 12 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.
James Heine (CRD# 4084769) 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.