1919 INVESTMENT COUNSEL, LLC

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

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 Status	Approved
Firm CRD#	133370
SEC#	801-63656
Assets Managed by Firm	$21,255,587,588
No. of Clients	5142
No. of Advisors	136

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 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

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