Amanda
Holmes

Ica Group Wealth Management, LLC

CRD#5763214
Investment Advisor
in Denver, CO

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About this Advisor

Amanda Holmes is a financial advisor working in Denver, Colorado. Holmes is an advisor for Ica Group Wealth Management, LLC. Throughout their career, they have worked at Lpl Financial LLC, J.J.B. Hilliard, W.L. Lyons, LLC and Cambridge Investment Research, Inc. Holmes has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to operate in Florida. Ica Group Wealth Management, LLC is a financial advisory business that has its headquarters in Denver, CO. It has offices in 21 locations and a total of 48 financial advisors. It administers $1 billion in total assets among its 5,612 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises 27 charities and foundations. Of its 5,612 client accounts, 26% are associated with high-net-worth investors who have more than $1 million in assets. The firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely vary depending on the financial services. However, fees charged by Ica Group Wealth Management, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2000 S. Colorado Blvd, Annex Bldg Suite 315
Denver, CO 80222

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Ica Group Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,028,834,383

CO Average: $2,349,664,866
Total Number of Employees

48

CO Average: 28
Total Number of Accounts

5,612

CO Average: 1,101
Average Account Size

$183,328

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Amanda Holmes Work History

Amanda has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Lpl Financial LLC

2018 - 2021 (3 years)

Cambridge Investment Research, Inc

2015 - 2018 (3 years)

J.J.B. Hilliard, W.L. Lyons, LLC

2012 - 2015 (3 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amanda Holmes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ica Group Wealth Management, LLC

Amanda Holmes
Denver, CO
Nicholas Huss
Denver, CO
Paul Gunderson
Milwaukee, WI
Freeman James
Yoakum, TX
Johnathon Eykyn
Waseca, MN
James Tabb
Sparta, MI
Karla Brown
Denver, CO
Andrew Maynerich
Virden, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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