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Home > Retirement Planners > pennsylvania > delmont > MACDOUGALL FINANCIAL COUNSELING
MACDOUGALL FINANCIAL COUNSELING
2364 Route 66
Delmont, Pennsylvania 15626
Tel: 724-468-1300
About MACDOUGALL FINANCIAL COUNSELING
MACDOUGALL FINANCIAL COUNSELING, formally registered with the SEC as MACDOUGALL FINANCIAL COUNSELING. The firm was established in 03/09/1989. They have over 1 offices throughout the country.
MACDOUGALL FINANCIAL COUNSELING is a Delmont, Pennsylvania based Financial Planning firm with nearly $379,967,188 assets under management, offering retirement planning & investment advisory services to 401 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104644 |
| SEC# | 801-33838 |
| Assets Managed by Firm | $379,967,188 |
| No. of Clients | 401 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 401 | $379,967,188 |
| Individuals (other than high net worth individuals) | 76 | $34,174,605 |
| High net worth individuals | 63 | $323,202,572 |
| Charitable organizations | 9 | $22,590,011 |
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