Nevada-Based Wealth Management Firm ICC Celebrates 35 Years, Reaches Milestone of $1.5 Billion in Assets Under Management

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LAS VEGAS, September 08, 2022 /PRNewswire-PRWeb/ --The Investment Counsel Company is pleased to announce the celebration of two major milestones in 2022 — its 35th anniversary of providing financial advisory services to clients and reaching approximately $1.5 billion in assets under management (AUM) as of 12/31/21.

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Thursday, September 8, 2022
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Dow Jones, Telephone, Research, Barron, LAS, Achievement, Judgement, Consultant, AUM, Disclosure, The Wall Street Journal, Organization, Barron's, State, Publication, Foundation, Certification, LLC, ICC, Industry, Review, Financial adviser, Forbes
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THE INVESTMENT COUNSEL COMPANY
Summary
Key Points: 
  • "That ICC is growing faster than ever, as it celebrates three-and-a-half decades in business, speaks to the talent, experience, and dedication of the ICC team of fiduciary financial advisors.
  • ICC's top priority continues to be providing the highest standard of client services and serving as trusted fiduciaries," says Garcia.
  • Forbes has recognized ICC as one of America's Top Wealth Advisors in 2020, 2021, and 2022.
  • Factors included in the rankings are: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.


Nevada-Based Wealth Management Firm ICC Celebrates 35 Years, Reaches Milestone of $1.5 Billion in Assets Under Management

The Investment Counsel Company is pleased to announce the celebration of two major milestones in 2022 — its 35th anniversary of providing financial advisory services to clients and reaching approximately $1.5 billion in assets under management (AUM) as of 12/31/21.

LAS VEGAS, September 08, 2022 /PRNewswire-PRWeb/ --The Investment Counsel Company is pleased to announce the celebration of two major milestones in 2022 — its 35th anniversary of providing financial advisory services to clients and reaching approximately $1.5 billion in assets under management (AUM) as of 12/31/21.

Founded in 1987 by CEO Randy Garcia, the wealth management firm achieved the milestone AUM just before the close of 2021, allowing it to mark the beginning of its 35th year in business with the dual celebration.

"That ICC is growing faster than ever, as it celebrates three-and-a-half decades in business, speaks to the talent, experience, and dedication of the ICC team of fiduciary financial advisors. ICC's top priority continues to be providing the highest standard of client services and serving as trusted fiduciaries," says Garcia.

Garcia has been ranked the https://iccnv.com/1-financial-advisor-in-nevada/#1 Financial Advisor in Nevada for eight consecutive years by Dow Jones publications, the Wall Street Journal, and Barron's. No other Nevada-based investment firm has achieved this distinction. He has also been recognized by the same publications as one of the Top 100 Independent Financial Advisors in the nation in 2008, 2019, 2020, and 2021. Forbes has recognized ICC as one of America's Top Wealth Advisors in 2020, 2021, and 2022.

About ICC

The Investment Counsel Company was one of the first independent investment advisory firms in Nevada, providing prudent guidance and judgment to high-net-worth individuals and families, as well as foundations and company 401(k) plans. ICC's experienced team of investment consultants are fiduciary advisors, professionals who are held to a client-care requirement that mandates always putting clients' interests first. As fee-only fiduciary advisors, ICC professionals do not accept commissions on any products it recommends and disclose any conflicts of interest.

Clients with $1 million or more of investable assets are encouraged to visit the firm's website (https://iccnv.com) or call 702-871-8510 to learn more about how ICC can help clients achieve their financial goals.

  • Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if ICC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, ICC did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of ICC by any of its clients.
  • The Barron's Top 1200 Financial Advisors by State ranking is based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings are: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. There is no cost or fee to participate in this survey. The questionnaire is completed and submitted online.
  • The Barron's Top 100 Independent Advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. There is no cost or fee involved to participate in this survey. The questionnaire is completed and submitted online.

The Forbes "America's Top Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person interviews and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

The Forbes ranking of "Best-In-State Wealth Advisors," developed by http://www.shookresearch.com/SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

ANY QUESTIONS: ICC's Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. Please review theImportant Disclosure Information set forth in the last section of this website.

Media Contact

Kristina King, Main Street ROI, 1 (646) 470-3753, [email protected]

 

SOURCE The Investment Counsel Company

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