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FIDUCIARY COUNSELLING INC

30 East 7th Street, Suite 2000
St Paul, Minnesota 55101-4930
Tel: 651-228-0935

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About FIDUCIARY COUNSELLING INC

FIDUCIARY COUNSELLING INC, formally registered with the SEC as FIDUCIARY COUNSELLING INC. The firm was established in 12/07/1966. They have over 2 offices throughout the country.

FIDUCIARY COUNSELLING INC is a St Paul, Minnesota based Financial Planning firm with nearly $9,504,938,311 assets under management, offering retirement planning & investment advisory services to 1721 clients. The firm is staffed with 91 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104753
SEC#801-4158
Assets Managed by Firm$9,504,938,311
No. of Clients1721
No. of Advisors91

Fee Structure

  • A percentage of AUM
  • Fixed fees

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
  • Selection for other advisors
  • Education seminars/workshops
  • Other (STRATEGY/ALLOCATION ADVICE FOR INVESTMENT COMPANIES AND PRIVATE FUNDS; INVESTMENT RECOMMENDATIONS FOR PRIVATE FUNDS)

Firm Client Information

No. of ClientsAUM
Firm Total1721$9,504,938,311
Individuals (other than high net worth individuals)1032$694,857,666
High net worth individuals576$7,674,617,409
Charitable organizations25$435,037,033
Other investment advisers1$2,865,730
Corporations or other businesses83$685,306,134

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