Investment Counsel Inc

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Assets, Funds, Holdings

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CAFR Data
Investment Counsel Inc
CRD #105944
SEC #801-269
CIK #
AUM $158.0 MM (100% Disc, 100% US, 2020-03-23)
Employees5 (60% Investors, 0% Brokers)
Phone800-689-7897
Address320 Howard Street
Petoskey, MI 49770
Source [IAPD] [Website]
Total AUM ($MM)
4353482611748701999200620132021
Sector Issuer Cap ($MM) Value ($MM)
VCSH 22.1
NKE 150,250.0 4.4
MSFT 1,376,930.0 4.4
JNJ 381,110.0 4.2
AAPL 1,372,810.0 3.6
ADP 59,700.0 3.6
INTC 263,950.0 3.6
MCD 137,440.0 3.5
MMM 87,480.0 3.3
JPM 291,970.0 3.2
View All
Holdings by Sector ($)
0.20.20.10.10.00.02015201620182020
Comparable Firms State AUM ($BB)
Shaker Financial Services LLC
MD 0.2
Strasbaugh Financial Advisory Inc
CO 0.2
Professional Financial Advisors Inc
PA 0.2
Certified Planners Inc
CA 0.2
Avondale Wealth Management LLC
TX 0.2
Portfolio LLC
NM 0.2
Fiduciary Wealth Advisors LLC
FL 0.2
Spellissy Arthur E & Associates Inc
PA 0.2
Commonwealth Financial Services LLC
WV 0.2
Freeboard Capital LLC
IL 0.2
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