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Building 2COUNSEL FIDUCIARY, LLC

Map pin
Phone646-308-1400
NotebookSEC #801-76735
Total AUM
$109.5M
Employees
2
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
646-308-1400
Other Offices
2

ReceiptFinancials

Total AUM
$109.5M
Accounts
267
Discretionary
$108.5M
Accounts
266
Non-Discretionary
$901.6K
Accounts
1

ContactClients

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Individual Clients
25
AUM
$34.1M
HNW Individual Clients
14
AUM
$75.3M
Corporation or Business Clients
1
AUM
$15K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNYPA

HandshakeAffiliates

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

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