Estate Counselors LLC

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Assets, Funds, Holdings

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CAFR Data
Estate Counselors LLC
CRD #123452
SEC #801-62584
CIK #
AUM $638.6 MM (99% Disc, 100% US)
Employees5 (80% Investors, 0% Brokers)
Phone262-238-6980
Address414 N Main Street
Thiensville, WI 53092
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
64051238425612802001200720132020
Sector Holding Cap ($MM) Value ($MM)
SPY38.8
SHV25.1
IYR21.9
MUB20.2
IWM18.4
MDY18.1
TIP14.8
BNDX13.8
EFAV13.5
QQQ13.3
View All
Holdings by Sector ($)
0.50.40.30.20.10.02014201620182020
Comparable Firms State AUM ($BB)
Heartwood Wealth Advisors LLC
VA 0.7
Verus Financial Partners Inc
VA 0.7
Medley & Brown LLC
MS 0.7
Aufman Associates Inc
PA 0.6
First Command Bank
TX 0.6
North Point Portfolio Managers Corporation
OH 0.6
Evanson Steven Edward
CA 0.6
Bridgecreek Investment Management LLC
OK 0.6
Mosaic Financial Partners Inc
CA 0.6
McGowan Group Asset Management Inc
TX 0.6
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