BANKERS INVESTMENT COUNSELING

BANKERS INVESTMENT COUNSELING of VENTURA, CA is an SEC-registered investment adviser (CRD 325872). Regulatory assets under management: $21.5M.

Registration

• CRD: 325872
• Type: Registered investment adviser
• Location: 5450 TELEGRAPH ROAD, VENTURA, CA, 93003
• Phone: 805-620-0150
• Latest filing: 2026-07-07
• Regulatory AUM: $21.5M
• Discretionary AUM: $21.5M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325872 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search