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 $17,378,996,240 assets under management, offering retirement planning & investment advisory services to 7294 clients. The firm is staffed with 121 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 133370 |
SEC# | 801-63656 |
Assets Managed by Firm | $17,378,996,240 |
No. of Clients | 7294 |
No. of Advisors | 121 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 7294 | $17,378,996,240 |
Individuals (other than high net worth individuals) | 1779 | $537,048,158 |
High net worth individuals | 2516 | $11,935,602,984 |
Pension and profit sharing plans | 75 | $1,332,243,860 |
Charitable organizations | 151 | $1,597,362,099 |
Corporations or other businesses | 124 | $989,971,545 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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