ICA Group Wealth Management is an investment advisor in Denver with $1.26 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
853644761
SEC advisor number
801-120855
FINRA CRD number
311419
AUM ?
$1.03 bn
(as of 31 Oct 23)
Accounts
5,612
(as of 31 Oct 23)
Employees
48
(48 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Mar 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Oct 22