Counsel Fiduciary LLC

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Assets, Funds, Holdings

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Counsel Fiduciary LLC
CRD #139948
SEC #801-76735
CIK #
AUM $109.5 MM (2024-02-02)
Employees 2 (100% Investors, 0% Brokers)
Phone646-308-1400
Address140 8th Avenue
Brooklyn, NY 11215
Source [IAPD] [Website]
Total AUM ($MM)
1108866442202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 25 34.1
(b) Individuals (high net worth individuals) 14 75.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 267 109.5
By Discretionary
Discretionary 266 108.5
Non-Discretionary 1 0.9
Total 267 109.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 109.5
Total 267 109.5
Comparable Firms State AUM ($BB)
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ME 0.1
LD Lowe Wealth Advisory Inc
TX 0.1
Davis Financial Management Inc
KS 0.1
PMG Family Office LLC
TX 0.1
Kurtin Financial Advisers LLC
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Boyd Financial Strategies Inc
MA 0.1
Build Asset Management LLC
MO 0.1
Media Wealth LLC
CA 0.1
Driven Investments LLC
UT 0.1
Calamita Wealth Management Inc
NC 0.1
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