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FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC
CRD 318579
2155 EAST SUNSHINE ST, SUITE 204, SPRINGFIELD, MO, 65804, United States
Phone
417-891-1007
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.7M
Discretionary AUM
$18.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $13.1M |
| High net worth individuals | 7 | $4.7M |
| Charitable organizations | 1 | $417K |
| Corporations/business entities | 1 | $467K |
All web addresses on file
Official SEC filing: View on IAPD