Bankers Investment Counseling Co Inc is an adviser based in Santa Paula. It manages $23.55 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Bankers Investment Counseling provides portfolio management for individuals and small businesses. 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 Bankers Investment Counseling Co Inc is $23.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Bankers Investment Counseling Co 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.
Linda Caruso has been acting as President since 1 Oct 2001. Philip Charles Caruso joined the executive team most recently as the President & Director.
The principal office where Bankers Investment Counseling Co Inc performs its advisory services is located at 134 Davis Street, Santa Paula, CA 93060 The mailing address of the firm is P.O. Box 151, Santa Paula, CA 93060. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-933-1620 or by fax 805-933-1586. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.