Fiduciary Counsel Inc is a large advisory firm based in New York. It manages $207.6 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts, New York, Pennsylvania, and Vermont.
Fiduciary Counsel provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fiduciary Counsel Inc is $207.6 million. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fiduciary Counsel Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jack Richard Orben has been acting as President since 1 Jul 1998. John Scott Penn joined the executive team most recently as the Director.
The principal office where Fiduciary Counsel Inc performs its advisory services is located at C/O Oaktree Asset Management, New York, NY 10005, 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 212-269-6720 or by fax 212-269-6746. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.