1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEBER FULTON & FELMAN INVESTMENT COUNSEL, LLC

Map pinPEPPER PIKE, OH
Phone216-464-4244
NotebookSEC #801-57696
Total AUM
$822.1M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30195 CHAGRIN BLVD
SUITE 350 WEST
PEPPER PIKE
OH 44124
USA
Operating Hours
8:30 AM TO 4:45 PM
Monday - Friday
Phone
216-464-4244

ReceiptFinancials

Total AUM
$822.1M
Accounts
1,011
Discretionary
$789.7M
Accounts
972
Non-Discretionary
$32.4M
Accounts
39

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINKYMAMDMINHNJOHPASCTNTXVAVTWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account