Counsel Wealth Management Inc


Assets, Funds, Holdings

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Counsel Wealth Management Inc
CRD #115165
SEC #801-63114
AUM $146.9 MM (100% Disc, 100% US, 2020-03-24)
Employees10 (50% Investors, 60% Brokers)
Address6 Pine Tree Drive
Arden Hills, MN 55112
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Barr Financial Services LLC
FL 0.1
Chartered Advisory Group Inc
PA 0.1
Walker Financial Advisors Inc DBA California 457 Benefits
CA 0.1
Capital Fiduciary Advisors LLC
VA 0.1
Wealth Legacy Institute Inc
CO 0.1
Tricord Advisors Inc
CA 0.1
Essential Investment Partners LLC
CO 0.1
Joseph Capital Management LLC
FL 0.1
Heritage Wealth Architects Inc
MN 0.1
Savings Institute Bank & Trust Company
CT 0.1
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