ICW INVESTMENT ADVISORS, LLC

INTELLIGENT CAPITALWORKS
SCOTTSDALE, Arizona·3 registered advisors·CRD# 135081
SEC# 801-644600480-951-2900
01

Firm Overview

AUM
$298M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ICW INVESTMENT ADVISORS, LLC

3 registered advisors
Charles Vincent Rossi
SCOTTSDALE, Arizona
Jennifer Jill Rossi
SCOTTSDALE, Arizona
Vincent Harl Rossi
SCOTTSDALE, Arizona
CFP
05

Office Locations

SCOTTSDALE, Arizona
3 advisors

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Data sourced from SEC Form ADV filings. ICW INVESTMENT ADVISORS, LLC (CRD# 135081) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.