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Building 21919 INVESTMENT COUNSEL, LLC

Map pinBALTIMORE, MD
Phone410-454-2171
NotebookSEC #801-63656
Total AUM
$26B
Employees
131
Clients
5,169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE SOUTH STREET
SUITE 2500
BALTIMORE
MD 21202
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
410-454-2171
Other Offices
8

ReceiptFinancials

Total AUM
$26B
Accounts
5,169
Discretionary
$25.9B
Accounts
5,140
Non-Discretionary
$94M
Accounts
29

ContactClients

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Individual Clients
2,213
AUM
$1B
HNW Individual Clients
2,653
AUM
$18.8B
Investment Company Clients
2
AUM
$1B
Pension/Profit Sharing Plan Clients
50
AUM
$962.3M
Charitable Organization Clients
146
AUM
$2.4B
Government Entity Clients
3
AUM
$40.2M
Corporation or Business Clients
102
AUM
$1.8B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
NONDISCRETIONARY INVESTMENT ADVICE AND CERTAIN FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 22 other businesses.

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