Bankers Investment Counseling Co Inc (Santa Paula)

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.

Bankers Investment Counseling: assets under management

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 firm manages $23.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $294.32 thousand each.

Fees & Commissions

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.

Careers at Bankers Investment Counseling Co Inc

Linda Caruso has been acting as President since 1 Oct 2001. Philip Charles Caruso joined the executive team most recently as the President & Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Philip Charles Caruso	President & director	1 Jan 1979	75% - 100%	42348
Linda Caruso	Director	1 Oct 2001	50% - 75%	4852336

Based in Santa Paula

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.