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1919 INVESTMENT COUNSEL, LLC

One South Street
Suite 2500
Baltimore, Maryland 21202
Tel: 410-454-2171

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About 1919 INVESTMENT COUNSEL, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#133370
SEC#801-63656
Assets Managed by Firm$21,255,587,588
No. of Clients5142
No. of Advisors136

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (NONDISCRETIONARY INVESTMENT ADVICE AND CERTAIN FAMILY OFFICE SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total5142$21,255,587,588
Individuals (other than high net worth individuals)2300$954,684,340
High net worth individuals2514$15,188,866,966
Pension and profit sharing plans59$827,874,682
Charitable organizations150$2,011,759,528
Corporations or other businesses102$1,265,362,023

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