Estate Counselors

Trust Score 95%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Estate Counselors, federally registered in 2004, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 2 advisors. Estate Counselors manages $638.6 million and provides investment advisory services for 25 clients (1:13 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $25,545,324
Hybrid Advisor No
Disciplinary History No
Total AUM $638.6 million
Advisor / Client Ratio 1:13
Headquarters Thiensville, WI
SEC Filings Forms and Brochures    (CRD # 123452)
State(s) Registered WI

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