Investment adviser · CRD 339265
ITC ADVISORY SERVICES, LLC
Investment adviser filing (IA)
IRVINE, CA, United States · Form ADV filed Jan 9, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: Jan 9, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2372 MORSE AVENUE,, STE 966IRVINE, CA, 92614, United States
CRD 339265
Filing source
Form ADV 2039169 · Jan 9, 2026 · 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.