Investment Counselors Of Redlands LLC

Investment Counselors Of Redlands LLC (CRD# 137470) is a financial advisory firm headquartered in Redlands, CA. They manage $72,069,517 in 351 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $205,326
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 L. Cobb
CRD#: 4981555
101 E. Redlands Blvd., #138, Redlands, CA 92373
96
Wealthminder
score

James Cobb (CRD# 4981555) is an Investment Advisor Representative working at Investment Counselors Of Redlands LLC in Redlands, CA and has over 11 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 A. Heine
CRD#: 4084769
101 E. Redlands Blvd. Suite 138, Redlands, CA 92373
93
Wealthminder
score

James Heine (CRD# 4084769) is an Investment Advisor Representative working at Investment Counselors Of Redlands LLC in Redlands, CA and has over 16 years of experience in the finance industry.

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