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ICW HOLDINGS, LLC

CRD 319296 · SEC 801-128614

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NY, United States

Phone

347-413-4750

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$136.2M

Discretionary AUM

$64.4M

Team

7 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM; Subscription fees; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicals

Client types

TypeClientsAUM
High net worth individuals24$25.3M
Pooled investment vehicles1$67.7M
Corporations/business entities11$31.9M

States served

NY, CT

All web addresses on file

Official SEC filing: View on IAPD