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Building 2MACDOUGALL FINANCIAL COUNSELING

Map pinDELMONT, PA
Phone724-468-1300
NotebookSEC #801-33838
Total AUM
$424.8M
Employees
3
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2364 ROUTE 66
DELMONT
PA 15626
United States
Operating Hours
9-5
Monday - Friday
Phone
724-468-1300

ReceiptFinancials

Total AUM
$424.8M
Accounts
426
Discretionary
$424.8M
Accounts
426
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$16.8M
HNW Individual Clients
73
AUM
$384.8M
Charitable Organization Clients
8
AUM
$23.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZPA

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

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