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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
About Bankers Investment Counseling
Bankers Investment Counseling Company (BICC) is an independent, fee-only RIA registered in California, providing individually structured, separately managed portfolios for multi-generational clients and entrepreneurs. The firm carries forward bank trust-style discipline from over 20 years advising the Trust Department at Bank of A. Levy and typically implements asset-allocation portfolios using ETFs, mutual funds, and fixed income, custodied at Schwab Institutional.
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Owner & Executives
ANDREW HOBART KILLION
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2307056
- Ownership
- 75% or more
CHRISTINA KAY KILLION
--
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,516,806 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,516,806 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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