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FEDERATED INVESTMENT COUNSELING
CRD 105325 · SEC 801-34611
1001 LIBERTY AVENUE, PITTSBURGH, PA, 15222-3779, United States
Phone
412-288-1900
Fax
412-288-3939
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$207.21B
Discretionary AUM
$207.21B
Team
213 total employees; 141 advisory reps; 35 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Other (specify)
Filing date
2026-05-21
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Educational seminarsADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6466 | $3.62B |
| High net worth individuals | 146 | $223.7M |
| Banking/thrift institutions | 2 | $572K |
| Pooled investment vehicles | 25 | $15.93B |
| Pension/profit sharing plans | 215 | $2.30B |
| Charitable organizations | 210 | $1.09B |
| State/municipal entities | 22 | $156.97B |
| Other investment advisers | 1003 | $3.10B |
| Insurance companies | 15 | $15.23B |
| Sovereign wealth funds | 2 | $3.69B |
| Corporations/business entities | 615 | $5.05B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD