IC ADVISORY SERVICES, INC.

1420 Route 206 North
Suite 210
Bedminster, New Jersey 07921
Tel: 908-707-4422

About IC ADVISORY SERVICES, INC.

IC ADVISORY SERVICES, INC, formally registered with the SEC as IC ADVISORY SERVICES, INC. The firm was established in 04/13/2006. They have over 180 offices throughout the country.

IC ADVISORY SERVICES, INC. is a Bedminster, New Jersey based Financial Planning firm with nearly $2,141,079,683 assets under management, offering retirement planning & investment advisory services to 6011 clients. The firm is staffed with 220 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140190
SEC#	801-66512
Assets Managed by Firm	$2,141,079,683
No. of Clients	6011
No. of Advisors	220

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6011	$2,141,079,683
Individuals (other than high net worth individuals)	4859	$993,455,297
High net worth individuals	1030	$1,052,620,831
Pension and profit sharing plans	83	$42,028,056
Charitable organizations	13	$26,994,362
Corporations or other businesses	26	$25,981,137

More Retirement Planning firms in Bedminster, New Jersey:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
UBS FINANCIAL SERVICES INC. 1200 Harbor Boulevard Weehawken, NJ, 07086	$702,387,082,915	1093486	12701
MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

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