Fiduciary Counselors Inc. is a large advisory firm based in Washington. It manages $17.23 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of District of Columbia.
Fiduciary Counselors provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fiduciary Counselors Inc. is $17.23 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 28231% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Fiduciary Counselors Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Ellen Anne Hennessy is pension and profit sharing plans with 17 clients and $17.23 billion of assets under management. Among the 5 most similar advisory firms, Fiduciary Counselors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $17.23 billion for 17 clients. None of the firm’s clients are foreign persons or businesses.
Fiduciary Counselors doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ellen Anne Hennessy has been acting as President since 1 Nov 1999. John J Miller joined the executive team most recently as the Shareholder Only.
The principal office where Fiduciary Counselors Inc. performs its advisory services is located at 700 12 Th Street Nw, Washington, DC 20005 4052, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 202-558-5130 or by fax 202-558-5140. The normal business hours are 9 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at fiduciarycounselors.com.