Investment Counselors Of Maryland LLC is a large advisory firm based in Baltimore. It manages $1.81 billion of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois and Maryland.
Investment Counselors Of Maryland provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investment Counselors Of Maryland LLC is $1.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Investment Counselors Of Maryland LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, high net worth individuals, and pooled investment vehicles. The largest group of clients of Investment Counselors Of Maryland is investment companies with 1 clients and $659.31 million of assets under management. Among the 11 most similar advisory firms, Investment Counselors Of Maryland has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $750.95 million for 22 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Investment Counselors Of Maryland doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Investment Counselors Of Maryland LLC performs its advisory services is located at 300 East Lombard Street, Baltimore, MD 21202, 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 410-539-3838 or by fax 410-625-9016. The normal business hours are 8:30a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at icomd.com.