First Fiduciary Investment Counsel Inc
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 111144
- Registered since
- July 1, 1976
- Website
- www.firstfiduciary.com
- Custodians
- CHARLES SCHWAB & CO., INC., LINCOLN INVESTMENT, STIFEL NICOLAUS & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.04%
- Charitable Organizations17.2%
- Corporations / Businesses5.68%
- Individuals5.34%
- Other3.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
First Fiduciary Investment Counsel Inc. is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1976. The firm is individually owned and serves both individual and family clients as well as institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals, small businesses, and institutions. Fees are charged as a percentage of assets under management and via fixed fees. The firm does not identify as an active ESG investor, is not designated a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1
William Henry
Chief Operating Officer and Portfolio ManagerCRD 5630947
Contacts
3 of 3
Laura Collins
Director of OperationsCRD 7869044
Mary Anderson
President and Portfolio ManagerCRD 4369629
Andrew Givens
Managing DirectorCRD 7420151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$16.4M in ETFs
100%
$16.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT) | BlackRock | Passive | Target Maturity | $1.9M | 75,233 | 11.58% |
Location
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 6100 Oak Tree Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Citymark Capital Management Company LLC
RIACleveland, OH
Resilience Management
RIACleveland, OH
Park Edge Advisors, LLC
RIACleveland, OH
Cleveland Wealth, LLC
RIACleveland, OH
The O.H.I.O. Fund
RIACleveland, OH
Return On Life Wealth Partners
RIACleveland, OH