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Arnold Investment Counsel Inc (Delafield)


Arnold Investment Counsel Inc is an investment adviser to an investment company based in Delafield. It manages $11.91 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.

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

Arnold Investment Counsel: assets under management

The assets under management (AUM) of Arnold Investment Counsel Inc is $11.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arnold Investment Counsel Inc for their services and products based on a percentage of assets under management and subscription fees. 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.

Based in Delafield

The principal office where Arnold Investment Counsel Inc performs its advisory services is located at 3960 Hillside Drive Suite 204, Delafield, WI 53018 2148, 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 262/303-4850 or by fax 262/303-4970. The normal business hours are 8:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at primarytrendfunds.com.


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