ICOM Advisors LLC

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Assets, Funds, Holdings

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ICOM Advisors LLC
CRD #156386
SEC #801-134007
CIK #
AUM $123.4 M (2025-06-27)
Employees 4 (100% Investors, 0% Brokers)
Phone985-373-3504
Address
Source [IAPD] [Website]
Total AUM ($M)
13010478522602011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 274 33.8
(b) Individuals (high net worth individuals) 116 89.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 390 123.4
By Discretionary
Discretionary 116 113.0
Non-Discretionary 274 10.4
Total 390 123.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 123.4
Total 390 123.4
Comparable Firms State AUM ($B)
Actitrust Wealth Management LLC
FL 0.1
Going Sebastien Fisher & Lebouef LLP
LA 0.1
Appian Way Financial LLC
CA 0.1
Wright Wealth Strategies LLC
CA 0.1
Laufer Wealth Management LLC
NY 0.1
Stephen J Garry & Associates LLC
NY 0.1
Maceratio LLC
FL 0.1
Money Managers Inc
TX 0.1
Mercurio & Associates Inc
KY 0.1
Winnow Wealth LLC
TX 0.1
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