CRD: 137470
Investment Counselors OF Redlands LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-05-2006
- Office Locations
- 1
Office Locations
About Investment Counselors OF Redlands LLC
Investment Counselors of Redlands LLC is a Redlands, CA RIA serving business owners and entrepreneurs with discretionary portfolio management and financial planning, including portfolio construction and insurance planning. Portfolios emphasize asset allocation using public funds, mutual funds and ETFs, with some fixed income and alternatives. Custody is primarily through Fidelity/NFS, and the firm supports both retail and institutional relationships.
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Owner & Executives
JAMES ANSLEY HEINE
Chief Investment Officer, Managing Member, Portfolio Manager, PRINCIPAL
- CRD
- #4084769
- Ownership
- 75% or more
JAMES LUCAS COBB
Chief Financial Officer, Investment Advisor
- CRD
- #4981555
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,963,681 | $137,479 |
| Non-Discretionary | $0 | -- |
| Total | $99,963,681 | $137,479 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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