1919 Investment Counsel, LLC

1919 Investment Counsel, LLC (CRD# 133370) is a financial advisory firm headquartered in Baltimore, MD. They manage $9,611,308,858 in 4,219 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,611
    MILLION
  • Total Number of Accounts
    4,219
    ACCOUNTS
  • Average Account Value
    $2,278,101
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at 1919 Investment Counsel, LLC
Showing 1 - 10 of 24 top financial advisors.
1
Michael L. Masterson
CRD#: 4403253
One South Street, Suite 2500, Baltimore, MD 21202
96
Wealthminder
score

Michael Masterson (CRD# 4403253) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Baltimore, MD and has over 15 years of experience in the finance industry.

2
Ashley S. Tabb
CRD#: 4954982
2311 Highland Avenue South, Suite 190, Birmingham, AL 35205
96
Wealthminder
score

Ashley Tabb (CRD# 4954982) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Birmingham, AL and has over 11 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.

3
Ronald T. Bates
CRD#: 1423704
600 Vine Street, Suite 2000, Cincinnati, OH 45202
93
Wealthminder
score

Ronald Bates (CRD# 1423704) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Cincinnati, OH and has over 19 years of experience in the finance industry.

4
Paul J. Benziger
CRD#: 1235190
640 Fifth Avenue, New York, NY 10019
93
Wealthminder
score

Paul Benziger (CRD# 1235190) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in New York, NY and has over 32 years of experience in the finance industry.

5
Michael O. Clark
CRD#: 2623982
Two Logan Square, Philadelphia, PA 19103
93
Wealthminder
score

Michael Clark (CRD# 2623982) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Philadelphia, PA and has over 21 years of experience in the finance industry.

6
William J. Constantine
CRD#: 868168
640 Fifth Ave 9th Floor, New York, NY 10019
93
Wealthminder
score

William Constantine (CRD# 868168) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in New York, NY and has over 37 years of experience in the finance industry.

7
Aimee M. Eudy
CRD#: 2949849
One South Street, Suite 2500, Baltimore, MD 21202
93
Wealthminder
score

Aimee Eudy (CRD# 2949849) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Baltimore, MD and has over 18 years of experience in the finance industry.

8
Ann D. Haas
CRD#: 1618834
2311 Highland Avenue South, Suite 190, Birmingham, AL 35205
93
Wealthminder
score

Ann Haas (CRD# 1618834) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.

9
Melvin N. Hecht
CRD#: 1427643
One South Street, Suite 2500, Baltimore, MD 21202
93
Wealthminder
score

Melvin Hecht (CRD# 1427643) is an Investment Advisor Representative working at 1919 Investment Counsel, LLC in Baltimore, MD and has over 30 years of experience in the finance industry.

10
Charles C. King
CRD#: 1360425
Two Logan Squre, 100-120 Norh 18th Street, Philadelphia, PA 19103
93
Wealthminder
score

Charles King (CRD# 1360425) 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.

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