FIDUCIARY COUNSELLING INC

RIASEC RegisteredEst. 1966
Total AUM
$10.1B
Discretionary
$4.4B
44% of AUM
Avg account
$5.7M
Accounts
1,761
Employees
87
Advisory reps
26

Firm details

Headquarters
SAINT PAUL, Minnesota
CRD number
104753
Registered since
December 7, 1966
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI81.36%
  • Corporations / Businesses7.34%
  • Individuals6.55%
  • Charitable Organizations4.65%
  • Investment Companies0.06%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fiduciary Counselling Inc is an independent registered investment adviser that has been in business since the 1960s and operates as a capital allocator for both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and provides comprehensive advisory services including financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses, institutions and investment companies, plus manager selection and educational workshops. The firm notes affiliations with a trust company and a law firm. It does not classify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 46%, Non-Exchange Traded Equities 26%, Private Funds 12%, Exchange Traded Equities 8%, Other 6%, Cash & Cash Equivalents 2%46%
  • Public Funds/Mutual Funds46%
  • Non-Exchange Traded Equities26%
  • Private Funds12%
  • Exchange Traded Equities8%
  • Other6%

Owners & executives

3 of 4

  • SARAH ISABEL

    President and Chief Executive OfficerCRD 7033053

  • ANDREW LANG

    Chief Investment OfficerCRD 4714507

  • SHARI CLIFFORD

    CFOCRD 5458974

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Contacts

3 of 22

  • Devon Sandhu

    Client Portfolio AdvisorCRD 7825573

  • JOHN OBERG

    Financial ManagerCRD 6288136

  • ANN BURNS

    DirectorCRD 5651950

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$15M in ETFs

Passive

100%

$15M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 ETF (IWB)BlackRockPassiveLarge Blend$11.6M32,44877.06%
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Location

Primary office

SAINT PAUL, MN

RAMSEY

Location

SAINT PAUL, MN

Headquartered in SAINT PAUL, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
RAMSEY
Address
30 7th St E
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth