INVESTMENT COUNSEL CO OF THE SOUTHEAST
Legal name: INVESTMENT COUNSEL CO
CRD #106358 SEC #801-12859 ORLANDO, FL 407-841-6241
SEC Registered
Total AUM
$359.4M
Discretionary
$93.5M
Employees
--
Clients
--
Accounts
1,030
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- JANUARY
- Registration Date
- --
- Latest Filing
- Aug 16, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LORD, AMY, ALLEN | I | MANAGING DIRECTOR | NA | |
| ICC INVESTMENT ADVISORS INC. | DE | CORPORATION | E | Control |
| SHOCKLEY, FRED, JOHN | I | MANAGING DIRECTOR & PRESIDENT | C | Control |
| BROCK, DAVID | I | MANAGING DIRECTOR | B | Control |
| DAVIS, BRYAN, ALLEN | I | MANAGING DIRECTOR | B | Control |
| THAYER, ARTEMAS, BRONSON | I | MANAGING DIRECTOR | B | Control |
Registrations
Federal
IA
Aug 16, 2001 REGISTERED
Notice Filings (47)
AK AL AR AZ CA CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK PA RI SC SD TN TX UT VT WA WI WV
Address
255 S ORANGE AVESUITE 900
ORLANDO, FL 32801
USA
Phone: 407-841-6241