H
$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-10-1993
- Office Locations
- 1
Office Locations
-- Malvern PA
About H.h. Investment Counsel, Inc.
H.h. Investment Counsel, Inc. is a Malvern-based RIA. The firm has been operating for 33 years. Managing $5.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and SEI.
Team overview
64 AVG AGE
$5.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
33.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Owner & Executives
WILLIAM BOYNTON HEFFERNAN
President
- CRD
- #1763611
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,411,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,411,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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