I
CRD: 112691
Investment Capital Management, Inc.
Clinton, NJ, 08809
8009666664
$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
31 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-03-1994
- Office Locations
- 1
Office Locations
12 VAN Syckles Road Clinton NJ
About Investment Capital Management, Inc.
Investment Capital Management, Inc. is a Clinton-based RIA. The firm has been operating for 31 years. Managing $6.4M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Insurance.
Team overview
69 AVG AGE
$6.4M AVG AUM / ADVISOR
$117.1K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
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Asset Classes
Frontier
Client Personas
Focus
Investment Themes
Foundation pioneer
Investment Vehicles
Alpha delta
Services
Atlas Pioneer crest
Owner & Executives
M
MARK CHRISTOPHER SCHULTZ
Founder, President
- CRD
- #1223561
- Ownership
- 75% or more
(853) 459-8679
vital.vector@meridiancapital.com
in linkedin.com/in/crest-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,442,121 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,442,121 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,442,121
Cash:
51.3% Other:
48.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,036,971,080 | 51.3% |
| Other | $984,415,041 | 48.7% |
| Total | $2,021,386,121 | 100.0% |