Investor's Capital Management, LLC

California
Registered In
02/03/2006
Incorp. Date

Company Summary

Investor's Capital Management, LLC at 1100 Alma ST STE 200, Menlo Park, Ca 94025 lists Julie Schatz of Menlo Park, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Julie Schatz Individual Agent
1100 ALMA ST STE 200, MENLO PARK, CA 94025
Julie Schatz Manager
1100 ALMA ST, MENLO PARK, CA 94025
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1100 ALMA ST STE 200, MENLO PARK, CA 94025 View Map
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Financial Information for Investor's Capital Management, LLC

Form 5500

INVESTORS CAPITAL MANAGEMENT, LLC

1100 Alma Street, Ste. 200, Menlo Park, Ca 94025 (866) 966-9291 EIN:76-0817149 Plan Admin:Julie Schatz
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameICM 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,516,754 / $3,005,012 2023 ICM 401(K) PLAN & TRUST - Plan #001 5 / 5 $2,516,754 / $3,005,012
2022 Plan NameICM 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,841,580 / $2,516,754 2022 ICM 401(K) PLAN & TRUST - Plan #001 5 / 5 $2,841,580 / $2,516,754
2021 Plan NameICM 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,285,269 / $2,841,580 2021 ICM 401(K) PLAN & TRUST - Plan #001 5 / 5 $2,285,269 / $2,841,580
2020 Plan NameICM 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,940,562 / $2,285,269 2020 ICM 401(K) PLAN & TRUST - Plan #001 5 / 5 $1,940,562 / $2,285,269
2019 Plan NameICM 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,243,870 / $1,940,562 2019 ICM 401(K) PLAN & TRUST - Plan #001 5 / 5 $1,243,870 / $1,940,562
Benefit & Retirement Plans based on Form 5500.
Address Match:1100 Alma St Ste 200 Menlo Park, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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