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FIDUCIARY COUNSELLING INC
CRD 104753 · SEC 801-4158
30 EAST 7TH STREET, SUITE 2000, ST PAUL, MN, 55101-4930, United States
Phone
651-228-0935
Fax
651-215-4493
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.06B
Discretionary AUM
$4.39B
Team
87 total employees; 18 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersEducational seminarsSTRATEGY/ALLOCATION ADVICE FOR INVESTMENT COMPANIES AND PRIVATE FUNDS; INVESTMENT RECOMMENDATIONS FOR PRIVATE FUNDS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1002 | $658.5M |
| High net worth individuals | 643 | $8.18B |
| Investment companies | 3 | $5.7M |
| Charitable organizations | 25 | $468.1M |
| Other investment advisers | 1 | $3.7M |
| Corporations/business entities | 87 | $738.3M |
States served
CA, IL, MD, MA, MN, MT, NV, NY, NC, OR, PA, SC, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD