1919 Investment Counsel, LLC
1919 Investment Counsel, LLC (CRD# 133370) is a financial advisory firm headquartered in Baltimore, MD. They manage $11,808,425,236 in 5,337 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management11,808MILLION
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Total Number of Accounts5,337ACCOUNTS
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Average Account Value$2,212,559
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Gary Getman (CRD# 2239499) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in San Francisco, CA and has over 26 years of experience in the finance industry. Gary Getman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Masterson (CRD# 4403253) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Baltimore, MD and has over 17 years of experience in the finance industry.
James O'connor (CRD# 4314571) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in San Francisco, CA and has over 18 years of experience in the finance industry. James O'connor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Rand (CRD# 2648600) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in San Francisco, CA and has over 23 years of experience in the finance industry. Andrew Rand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ashley Tabb (CRD# 4954982) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Birmingham, AL and has over 13 years of experience in the finance industry. Ashley Tabb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ronald Bates (CRD# 1423704) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Cincinnati, OH and has over 22 years of experience in the finance industry.
Paul Benziger (CRD# 1235190) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in New York, NY and has over 35 years of experience in the finance industry.
Michael Clark (CRD# 2623982) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Philadelphia, PA and has over 23 years of experience in the finance industry.
William Constantine (CRD# 868168) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in New York, NY and has over 39 years of experience in the finance industry.
Aimee Eudy (CRD# 2949849) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Baltimore, MD and has over 21 years of experience in the finance industry.