5 registered advisors · 0 reported ETFs · $0 reported ETF value · $125M regulatory AUM
Iic is an investment adviser that files Form ADV with the SEC in Bloomfield Hills, MI, with 5 registered advisors, reporting $125M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.
Last updated 2026-02-01 (latest Form ADV filing)
Scale
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
Form ADV facts as filed, most recently 2026-02-01. Figures are the firm's own reported numbers.
Identity
Item 1 and registration status.
Size
Items 5.A through 5.D.
Assets
Item 5.F and custody.
Clients
Item 5.D, by reported assets.
Practice
Items 4 through 9.
Source: SEC Form ADV filed by CRD 168705. View the official SEC IAPD record
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|
| Address | City | State | Advisors |
|---|---|---|---|
| 7 West Square Lake Road | Bloomfield Hills | MI | 5 |
| Francis, UT | Francis | UT | 1 |
| 333 Church Street | Naugatuck | CT | 1 |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.