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FIRST FIDUCIARY INVESTMENT COUNSEL INC

6100 Oak Tree Blvd. Suite 185
Cleveland, Ohio 44131
Tel: 216-643-9100

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About FIRST FIDUCIARY INVESTMENT COUNSEL INC

FIRST FIDUCIARY INVESTMENT COUNSEL INC, formally registered with the SEC as FIRST FIDUCIARY INVESTMENT COUNSEL INC. The firm was established in 07/01/1976. They have over 1 offices throughout the country.

FIRST FIDUCIARY INVESTMENT COUNSEL INC is a Cleveland, Ohio based Financial Planning firm with nearly $536,968,401 assets under management, offering retirement planning & investment advisory services to 467 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111144
SEC#801-11685
Assets Managed by Firm$536,968,401
No. of Clients467
No. of Advisors5

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 businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total467$536,968,401
Individuals (other than high net worth individuals)88$24,704,730
High net worth individuals122$351,121,504
Pension and profit sharing plans6$26,011,414
Charitable organizations5$91,035,782
Corporations or other businesses3$23,381,292

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