Investment adviser · CRD 30613

INVESTORS CAPITAL ADVISORY

Investment adviser filing (IA)

INVESTORS CAPITAL CORP.

LYNNFIELD, MA, United States · Form ADV filed Oct 5, 2016

Regulatory AUM
$1.57B
Form ADV · Item 5.F
Client accounts
7,960
Accounts, not individual clients
Employees
325
Reported in this filing
Advisory professionals
313
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 5, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6 KIMBALL LANE
LYNNFIELD, MA, 01940, United States

CRD 30613

Filing source

Form ADV 1043406 · Oct 5, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.