ICN Holding
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$34,228,077
Clients
796
Advisors
1
of 6 employees
About
ICN Holding primarily serves individual clients — including high‑net‑worth and non‑U.S. residents — and also works with corporate or business entity clients. The firm provides financial planning (typically at no additional charge), discretionary and non‑discretionary portfolio management, and referrals or implementation support for mutual funds, third‑party managers and insurance products through an affiliated insurance business.
The firm constructs individualized portfolios using mutual funds, ETFs and equities and employs a mix of fundamental and technical analysis, including CANSLIM and Elliott Wave approaches, with an emphasis on active trading and tactical cash adjustments as appropriate. USICN manages most client assets on a discretionary basis, provides quarterly reporting and reviews, and may use margin (borrowing) in separately managed accounts when authorized.
Notable distinctions relative to peers include a predominantly non‑U.S. client base and a very high client load per advisor (roughly 800 clients served by the firm), along with the use of performance‑based fee arrangements for non‑U.S. clients and revenue‑sharing relationships with third‑party managers. The firm also discloses relationships with offshore fund divisions and an affiliated insurance subsidiary and documents international lecturing and seminar activity by its principal, all noted as potential conflicts of interest in the brochure.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for financial planning services, minimum $500, maximum generally $3,000
$0 - $99,999: 4.50% sales charge fee for mutual fund A-shares $100,000 - $299,999: 4.00% sales charge fee for mutual fund A-shares $300,000 - $499,999: 3.50% sales charge fee for mutual fund A-shares $500,000 - $999,999: 3.00% sales charge fee for mutual fund A-shares $1,000,000 - $4,999,999: 2.50% sales charge fee for mutual fund A-shares $5,000,000 - $5,999,999: 2.00% sales charge fee for mutual fund A-shares $6,000,000 - $7,999,999: 1.50% sales charge fee for mutual fund A-shares $8,000,000 - $8,999,999: 0.50% sales charge fee for mutual fund A-shares $9,000,000+: 0.00% sales charge fee for mutual fund A-shares
Commissions from insurance sales and 12(b)-1 fees from mutual funds; sales charges per tier for mutual fund A-shares as detailed in fee_tiers
Performance fee of up to 25% of new profits for non-U.S. clients; up to 15% if placed with other asset management not compensating USICN; no performance fees for U.S. clients
Fee-only: Fixed financial planning fee ranging from $500 to $3,000
Main office
80 Scenic Drive, Suite 5
Freehold NJ 07728
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Icn Holding · Us International Consulting Network Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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