P
CRD: 105096
Professional Investment Counsel, INC
EL Paso, TX, 79912
9158456700
$43.0M Total AUM
$42.5M Disc. AUM
-- 3Y CAGR
3 Employees
81 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2008
- Office Locations
- 1
Office Locations
5845 Cromo Drive Suite 3 EL Paso TX
About Professional Investment Counsel, INC
Professional Investment Counsel, INC is a EL Paso-based RIA. The firm has been operating for 18 years. Managing $43.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
78 AVG AGE
$21.5M AVG AUM / ADVISOR
$531.2K AVG AUM / CLIENT
15.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Fusion Matrix
Investment Vehicles
Catalyst
Services
Delta catalyst Unison Vital
Owner & Executives
C
CAROL ANN STONE
--
- CRD
- --
- Ownership
- 25% but less than 50%
(358) 599-9248
pioneer.optima@horizoncapital.com
in linkedin.com/in/element-vector
GARY MARTIN BORSCH
Broker, Chief Executive Officer
- CRD
- #26369
- Ownership
- 10% but less than 25%
(585) 884-9771
matrix.fusion@elementcapital.com
in linkedin.com/in/momentum-bridge
G
Glacier pathway
Vital vital
- CRD
- #12256
- Ownership
- 7.6%
(988) 852-4162
legacy.delta@fusioncapital.com
in linkedin.com/in/delta-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,521,967 | $295,872 |
| Non-Discretionary | $505,219 | $1,282,057 |
| Total | $43,027,186 | $321,487 |
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Separately Managed Accounts
Total SMA Asset: $43,027,186
Equity - Exchange:
17.2% Cash:
82.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $99,502,892 | 17.2% |
| Cash | $479,002,295 | 82.8% |
| Total | $578,505,187 | 100.0% |