ICW Investment Advisors LLC
Legal Name: ICW INVESTMENT ADVISORS, LLC
Full Contact Details
ICW Investment Advisors LLC
16427 NORTH SCOTTSDALE ROAD, SUITE 260, SCOTTSDALE, AZ
480-951-2900
480-951-2922
Other Info
ICW Investment Advisors LLC, a Delaware Limited Liability Company, is an approved investment advisory firm with the U.S. Securities and Exchange Commission. The firm operates with a team of six employees, of which three hold advisory roles; however, the number of clients they serve is unknown. Its registration with the SEC dates back to June 23, 2005.
Scottsdale Financial Advisors & Wealth Management
Scottsdale financial advisors offering individuals and families fiduciary fee-only financial planning, wealth management and trust and estate planning services
Direct Owners
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JENNIFER JILL ROSSI
VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER owns less than 5%
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JILLIAN SUZANNE CARLSON
CHIEF COMPLIANCE OFFICER owns less than 5%
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VINCENT HARL ROSSI
PRESIDENT, CHIEF INVESTMENT OFFICER owns 75% or more
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