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Building 2FIRST FIDUCIARY INVESTMENT COUNSEL INC

Map pinCLEVELAND, OH
Phone216-643-9100
NotebookSEC #801-11685
Total AUM
$565.5M
Employees
5
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6100 OAK TREE BLVD. SUITE 185
CLEVELAND
OH 44131
United States
Operating Hours
M-TH: 8:30 AM -4:30 PM, F: 8:30 AM -4 PM
Monday - Friday
Phone
216-643-9100

ReceiptFinancials

Total AUM
$565.5M
Accounts
460
Discretionary
$565.5M
Accounts
460
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
91
AUM
$30.2M
HNW Individual Clients
173
AUM
$379.1M
Pension/Profit Sharing Plan Clients
2
AUM
$6.5M
Charitable Organization Clients
5
AUM
$97.3M
Corporation or Business Clients
3
AUM
$32.1M
Other Clients
2
AUM
$20.3M
Description of Other Clients
HEALTHCARE, TRADE ASSOC

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINLAMNNYOHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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