One South Street
Suite 2500
Baltimore, Maryland 21202
Tel: 410-454-2171
1919 INVESTMENT COUNSEL, LLC, formally registered with the SEC as 1919 INVESTMENT COUNSEL, LLC. The firm was established in 11/24/2004. They have over 10 offices throughout the country.
1919 INVESTMENT COUNSEL, LLC is a Baltimore, Maryland based Financial Planning firm with nearly $21,255,587,588 assets under management, offering retirement planning & investment advisory services to 5142 clients. The firm is staffed with 136 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 133370 |
SEC# | 801-63656 |
Assets Managed by Firm | $21,255,587,588 |
No. of Clients | 5142 |
No. of Advisors | 136 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5142 | $21,255,587,588 |
Individuals (other than high net worth individuals) | 2300 | $954,684,340 |
High net worth individuals | 2514 | $15,188,866,966 |
Pension and profit sharing plans | 59 | $827,874,682 |
Charitable organizations | 150 | $2,011,759,528 |
Corporations or other businesses | 102 | $1,265,362,023 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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