← Back to searchVisit website
MACDOUGALL FINANCIAL COUNSELING
CRD 104644 · SEC 801-33838
2364 ROUTE 66, DELMONT, PA, 15626, United States
Phone
724-468-1300
Fax
724-468-1301
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$424.8M
Discretionary AUM
$424.8M
Team
3 total employees; 2 advisory reps; 124 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $16.8M |
| High net worth individuals | 73 | $384.8M |
| Charitable organizations | 8 | $23.2M |
States served
AZ, PA
All web addresses on file
Official SEC filing: View on IAPD