IC ADVISORY SERVICES, INC.
CRD #140190 SEC #801-66512 BEDMINSTER, NJ 908-707-4422
SEC Registered Disclosures
Total AUM
$2.1B
Discretionary
$1.7B
Employees
220
Clients
--
Accounts
5,528
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.1B | $1.7B | $364.2M | 220 | 157 |
| Mar 2025 | $2.1B | $1.7B | $364.2M | 220 | 157 |
| Apr 2024 | $2.1B | $1.7B | $407.4M | 220 | 290 |
| Mar 2024 | $2.1B | $1.7B | $407.4M | 220 | 290 |
| Mar 2023 | $1.8B | $1.4B | $350.9M | 225 | 189 |
| Mar 2023 | $1.8B | $1.4B | $350.9M | 225 | 189 |
| Nov 2022 | $2.1B | $1.6B | $463.5M | 250 | 290 |
| Nov 2022 | $2.1B | $1.6B | $463.5M | 250 | 290 |
| Mar 2022 | $2.1B | $1.6B | $463.5M | 250 | 290 |
| Mar 2022 | $2.1B | $1.6B | $463.5M | 250 | 290 |
| Feb 2022 | $1.7B | $1.2B | $428.4M | 228 | 269 |
| Mar 2021 | $1.7B | $1.2B | $428.4M | 228 | 269 |
| Jun 2020 | $1.4B | $1.1B | $371.9M | 230 | 267 |
| May 2020 | $1.4B | $1.1B | $371.9M | 230 | 267 |
| Oct 2019 | $1.1B | $842.4M | $291M | 227 | 282 |
| Mar 2019 | $1.1B | $842.4M | $291M | 227 | 282 |
| May 2018 | $1B | $806.3M | $236.8M | 221 | 259 |
| Mar 2018 | $1B | $806.3M | $236.8M | 221 | 259 |
| Jan 2018 | $867M | $761.9M | $105.1M | 204 | 0 |
| Mar 2017 | $867M | $761.9M | $105.1M | 204 | 3,700 |
| Mar 2016 | $811.8M | $722.1M | $89.7M | 210 | 3,700 |
| Mar 2015 | $1B | $913.7M | $106.4M | 178 | 5,000 |
| May 2014 | $1.1B | $959.8M | $109M | 193 | 4,700 |
| Apr 2014 | $1.1B | $959.8M | $109M | 193 | 4,700 |
| Mar 2014 | $1.1B | $959.8M | $109M | 193 | 4,700 |
| Mar 2013 | $911.9M | $812.3M | $99.6M | 189 | 4,800 |
| Mar 2012 | $858.8M | $774.5M | $84.3M | 51 | 5,000 |
| May 2011 | $882.1M | $809.2M | $72.9M | 51 | -- |
| May 2011 | $882.1M | $809.2M | $72.9M | 51 | -- |
| Mar 2010 | $660M | $598M | $62M | 51 | -- |
| Jan 2010 | $486.9M | $421.4M | $65.5M | 51 | -- |
| Mar 2007 | $401.9M | $333.6M | $68.3M | 51 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$364.2M
Employees220
Clients157
DateMar 2025
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$364.2M
Employees220
Clients157
DateApr 2024
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$407.4M
Employees220
Clients290
DateMar 2024
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$407.4M
Employees220
Clients290
DateMar 2023
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$350.9M
Employees225
Clients189
DateMar 2023
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$350.9M
Employees225
Clients189
DateNov 2022
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$463.5M
Employees250
Clients290
DateNov 2022
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$463.5M
Employees250
Clients290
DateMar 2022
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$463.5M
Employees250
Clients290
DateMar 2022
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$463.5M
Employees250
Clients290
DateFeb 2022
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$428.4M
Employees228
Clients269
DateMar 2021
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$428.4M
Employees228
Clients269
DateJun 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$371.9M
Employees230
Clients267
DateMay 2020
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$371.9M
Employees230
Clients267
DateOct 2019
Total AUM$1.1B
Discretionary$842.4M
Non-Disc.$291M
Employees227
Clients282
DateMar 2019
Total AUM$1.1B
Discretionary$842.4M
Non-Disc.$291M
Employees227
Clients282
DateMay 2018
Total AUM$1B
Discretionary$806.3M
Non-Disc.$236.8M
Employees221
Clients259
DateMar 2018
Total AUM$1B
Discretionary$806.3M
Non-Disc.$236.8M
Employees221
Clients259
DateJan 2018
Total AUM$867M
Discretionary$761.9M
Non-Disc.$105.1M
Employees204
Clients0
DateMar 2017
Total AUM$867M
Discretionary$761.9M
Non-Disc.$105.1M
Employees204
Clients3,700
DateMar 2016
Total AUM$811.8M
Discretionary$722.1M
Non-Disc.$89.7M
Employees210
Clients3,700
DateMar 2015
Total AUM$1B
Discretionary$913.7M
Non-Disc.$106.4M
Employees178
Clients5,000
DateMay 2014
Total AUM$1.1B
Discretionary$959.8M
Non-Disc.$109M
Employees193
Clients4,700
DateApr 2014
Total AUM$1.1B
Discretionary$959.8M
Non-Disc.$109M
Employees193
Clients4,700
DateMar 2014
Total AUM$1.1B
Discretionary$959.8M
Non-Disc.$109M
Employees193
Clients4,700
DateMar 2013
Total AUM$911.9M
Discretionary$812.3M
Non-Disc.$99.6M
Employees189
Clients4,800
DateMar 2012
Total AUM$858.8M
Discretionary$774.5M
Non-Disc.$84.3M
Employees51
Clients5,000
DateMay 2011
Total AUM$882.1M
Discretionary$809.2M
Non-Disc.$72.9M
Employees51
Clients--
DateMay 2011
Total AUM$882.1M
Discretionary$809.2M
Non-Disc.$72.9M
Employees51
Clients--
DateMar 2010
Total AUM$660M
Discretionary$598M
Non-Disc.$62M
Employees51
Clients--
DateJan 2010
Total AUM$486.9M
Discretionary$421.4M
Non-Disc.$65.5M
Employees51
Clients--
DateMar 2007
Total AUM$401.9M
Discretionary$333.6M
Non-Disc.$68.3M
Employees51
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--