Fiduciary Counselling Inc.
Fiduciary Counselling Inc. (CRD# 104753) is a financial advisory firm headquartered in Saint Paul, MN. They manage $9,488,550,771 in 1,691 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management9,489MILLION
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Total Number of Accounts1,691ACCOUNTS
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Average Account Value$5,611,207
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
CA, FL, IL, MA, MD, MN, MT, NC, NH, NV, NY, OR, PA, SC, TX, WA
Jeffrey Tolzin (CRD# 6288125) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.
Elizabeth Van Hoever (CRD# 6288140) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.
Thomas Walsh (CRD# 6751714) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.
Liddy Achter (CRD# 4857293) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has over 3 years of experience in the finance industry.
Michael Clancey (CRD# 5441934) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has over 16 years of experience in the finance industry.
Isaac Daugherty (CRD# 7303645) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.
Devon Sandhu (CRD# 7825573) is an Investment Advisor Representative working at Fiduciary Counselling Inc. in Saint Paul, MN and has 1 year of experience in the finance industry.