Fiduciary Counselling Review

Trust Score 98%
Trust Score info_outline

Last updated: May 16th, 2019. Data source: SEC filings.

Fiduciary Counselling, federally registered in 1966, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 16 advisors. Fiduciary Counselling manages $5.8 billion and provides investment advisory services for 1,487 clients (1:93 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $480,000
Average Client Balance $3,867,596
Hybrid Advisor No
Disciplinary History No
Total AUM $5.8 billion
Advisor / Client Ratio 1:93
Headquarters ST Paul, MN
SEC Filings Forms and Brochures    (CRD # 104753)
State(s) Registered CA, FL, IL, MD, MA, MI, MN, MT, NH, NY, NC, OR, PA, TX, WA

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