Macdougall Financial Counseling

Macdougall Financial Counseling (CRD# 104644) is a financial advisory firm headquartered in Delmont, PA. They manage $354,378,733 in 406 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2364 Route 66, Delmont, PA 15626
http://www.macdougallfinancial.com
By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $872,854
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AZ, PA

Financial Advisors at Macdougall Financial Counseling
Showing 1 - 3 of 3 top financial advisors.
1
Allan Macdougall, financial advisor Delmont PA
Allan Macdougall
CRD#: 5259130
2364 Route 66, Delmont, PA 15626

Allan Macdougall (CRD# 5259130) is an Investment Advisor Representative working at Macdougall Financial Counseling in Delmont, PA and has over 13 years of experience in the finance industry.

2
Kurtis Savage, financial advisor Delmont PA
Kurtis J. Savage
CRD#: 6242105
2364 Route 66, Delmont, PA 15626

Kurtis Savage (CRD# 6242105) is an Investment Advisor Representative working at Macdougall Financial Counseling in Delmont, PA and has over 7 years of experience in the finance industry.

3
Elizabeth Macdougall, financial advisor Delmont PA
Elizabeth L. Macdougall
CRD#: 7171498
2364 Route 66, Delmont, PA 15626

Elizabeth Macdougall (CRD# 7171498) is an Investment Advisor Representative working at Macdougall Financial Counseling in Delmont, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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