Icw Investment Advisors, LLC
● SEC registered since 2005CRD 135081SEC# 801-64460Scottsdale, AZ
Reg. AUM
$376.6M
Employees
6
Accounts
341
Location
Scottsdale, AZ
About Icw Investment Advisors
Intelligent Capital Works (ICW Investment Advisors) provides fiduciary wealth management for high-net-worth families and individuals spanning planning, investments, tax, cash flow, estate, and philanthropic needs. It emphasizes long-term partnership and integrated strategies that clarify and expand clients' financial vision.
Summary based on the firm’s website.
Icw Investment Advisors, LLC assets under management
Icw Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2005. It reports $376.6 million in regulatory assets under management and employs 6 people.
Icw Investment Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Vincent Rossi | Vice President | Under 5% | 2021 |
| Jennifer Jill Rossi | Vice President, Chief Administrative Officer | Under 5% | 2019 |
| Jillian Suzanne Carlson | Chief Compliance Officer | Under 5% | 2017 |
| Vincent Harl Rossi Control | President, Chief Investment Officer | Over 75% | 2005 |
Frequently asked questions
How much does Icw Investment Advisors, LLC manage?
Icw Investment Advisors, LLC reports $376.6 million in regulatory assets under management on its Form ADV.
How many employees does Icw Investment Advisors, LLC have?
Icw Investment Advisors, LLC reports 6 employees.
Where is Icw Investment Advisors, LLC located?
Icw Investment Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2005.
Does Icw Investment Advisors, LLC disclose fund performance?
Icw Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16427 North Scottsdale Road, Suite 350, Scottsdale, AZ 85254-1595 |
| Phone | 480-951-2900 |
| Fax | 480-951-2922 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1794820 |
| Discloses disciplinary history | No |
Regulatory AUM
$376.6M▲ 12%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$376.6Mregulatory AUM
Discretionary $376.6M