Macdougall Financial Counseling

Macdougall Financial Counseling (CRD# 104644) is a financial advisory firm headquartered in Delmont, PA. They manage $309,304,467 in 401 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $771,333
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 - 2 of 2 top financial advisors.
1
Allan Macdougall
CRD#: 5259130
2364 Route 66, Delmont, PA 15626
93
Wealthminder
score

Allan Macdougall (CRD# 5259130) is an Investment Advisor Representative working at Macdougall Financial Counseling in Delmont, PA and has over 9 years of experience in the finance industry.

2
Kurtis J. Savage
CRD#: 6242105
2364 Route 66, Delmont, PA 15626
90
Wealthminder
score

Kurtis Savage (CRD# 6242105) is an Investment Advisor Representative working at Macdougall Financial Counseling in Delmont, PA and has over 3 years of experience in the finance industry.

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