Investment Counselors Inc (St Louis)

Name: Investment Counselors Inc
Address: 1010 Market St, St Louis, MO, 63101
Telephone: 314-421-3080

Investment Counselors Inc is a large advisory firm based in St Louis. It manages $366.98 million of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 9 other states.

Investment Counselors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Counselors: assets under management

The assets under management (AUM) of Investment Counselors Inc is $366.98 million. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $364.92 million in discretionary accounts and $2.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.45 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $343.49 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Counselors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investment Counselors Inc

Carol Luke Donelan has been acting as President since 1 Oct 1989. Inc. Allegiant Bancorp joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Michael Donelan	Chairman of the board & ceo	1 Oct 1968	25% - 50%	69977
Gordon Alvin Johnson	President & cio	1 May 1985	Other	2109867
Carol Luke Donelan	Director/assistant secretary	1 Oct 1989	25% - 50%	4387804
Inc. Allegiant Bancorp	Owner	1 Oct 2002	75% - 100%	43-1262037

Based in St Louis

The principal office where Investment Counselors Inc performs its advisory services is located at 1010 Market St, St Louis, MO 63101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-421-3080 or by fax 314-421-5287. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at investmentcounselors.com.