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- Custodian
- Charles Schwab & Company · Merrill Lynch · Principal
- Clients
- Retail and Institutional
- Platforms
- GlacierMatrix
- Established Date
- 06-04-2021
- Office Locations
- 1
Office Locations
About Investment Consultants LLC
Investment Consultants LLC is an employee-owned, independent institutional investment consulting firm that serves organizations seeking objective, fiduciary guidance for building or improving investment programs. The team delivers fully customized solutions, performance reporting, and ongoing analysis to support informed decision-making. Not affiliated with a broker/dealer and does not accept indirect compensation, supporting an unbiased, conflict-minimized approach.
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM DANIEL GELA
Chief Compliance Officer, MANAGING DIRECTOR, Owner
- CRD
- #1450633
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $122,727,571 | $6,459,346 |
| Total | $122,727,571 | $6,459,346 |
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Separately Managed Accounts
Total SMA Asset: $122,727,571
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $316,341,596 | 6.4% |
| Private Funds | $958,910,463 | 19.4% |
| Cash | $850,168,039 | 17.2% |
| Other | $1,715,164,590 | 34.7% |
| Equity - Exchange | $1,102,252,748 | 22.3% |
| Total | $4,942,837,436 | 100.0% |