Advisor at Investment Counselors of Redlands LLC
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Firm
Investment Counselors of Redlands LLC
Location
Redlands, CA 92373
Credentials
CFP®, Series 65
Industry experience
20 years
James Cobb is a Certified Financial Planner® with 20 years of experience at Investment Counselors of Redlands LLC, where he has worked since 2006. He holds a Series 65 license and is based in Redlands, California. Outside of his advisory role, he serves as a classified substitute for the Redlands Unified School District and is an assistant coach for the Redlands High School mock trial team. Investment Counselors of Redlands LLC provides discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm focuses on long-term holdings primarily using mutual funds, closed-end funds, and ETFs selected through fundamental analysis and third-party research, with tailored services including retirement projections and client-imposed restrictions.
Based on Investment Counselors of Redlands LLC
1.25% annually
Account minimum: $100,000
101 E. Redlands Blvd., #138
Redlands, CA 92373
California
Investment Counselors of Redlands LLC
2006 - Present (20 years)
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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