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Building 2FIDUCIARY COUNSELLING INC

Map pinST PAUL, MN
Phone651-228-0935
NotebookSEC #801-4158
Total AUM
$10.1B
Employees
87
Clients
1,761

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 EAST 7TH STREET, SUITE 2000
ST PAUL
MN 55101-4930
United States
Operating Hours
8:00AM - 4:45PM
Monday - Friday
Phone
651-228-0935
Other Offices
1

ReceiptFinancials

Total AUM
$10.1B
Accounts
1,761
Discretionary
$4.4B
Accounts
1,530
Non-Discretionary
$5.7B
Accounts
231

ContactClients

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Individual Clients
1,002
AUM
$658.5M
HNW Individual Clients
643
AUM
$8.2B
Investment Company Clients
3
AUM
$5.7M
Charitable Organization Clients
25
AUM
$468.1M
Investment Advisor Clients
1
AUM
$3.7M
Corporation or Business Clients
87
AUM
$738.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
STRATEGY/ALLOCATION ADVICE FOR INVESTMENT COMPANIES AND PRIVATE FUNDS; INVESTMENT RECOMMENDATIONS FOR PRIVATE FUNDS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMAMDMNMTNCNHNVNYORPASCTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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