firm profile
Fiduciary Counselling Inc
Overview
Fiduciary Counselling Inc is an SEC registered investment adviser based in Saint Paul, MN, registered since 1966. It reports $10.1B in assets under management across 1,761 accounts, with 87 employees. It has 17 investment adviser representatives.
- Reported AUM
- $10.1B
- Discretionary
- 44%
- Accounts
- 1,761
- Average account
- $5.7M
- Employees
- 87
- Advisory reps
- 17
- Registered since
- 1966
- Jurisdictions
- 16
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 9
- Sarah G Isabel President, Chief Executive Officer, Director CRD 7033053
- Andrew Edward Lang Interim Chief Investment Officer CRD 4714507
- Jason Keith Mitchell Chief Compliance Officer, Chief Operating Officer CRD 5859466
6 more executive officers, with direct contact details
Advisory reps 3 of 17
- Liddy Marie Achter Investment Adviser Rep CRD 4857293
- Meaghan E Brassey Investment Adviser Rep CRD 6932387
- Patrick Daniel Carotenuto Investment Adviser Rep CRD 6774793
14 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 30 7th St E Ste 2000
Saint Paul, MN 55101 - County
- Ramsey
- Metro area
- Minneapolis-St. Paul-Bloomington, MN-WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 16 jurisdictions
Every state, with registration dates
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