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| Happy Holidays!! thanks for using AUM13F!! |
| Fiduciary Counselling Inc
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|---|---|
| CRD # | 104753 |
| SEC # | 801-4158 |
| CIK # | 0001270764 |
| AUM | $9.5 B (2025-07-01) |
| Employees | 91 (20% Investors, 0% Brokers) |
| Phone | 651-228-0935 |
| Address | 30 East 7th Street, Suite 2000 St Paul, MN 55101-4930 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Weyerhaeuser Co | 6.6 | ||
| Potlatch Corp | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,032 | 0.7 |
| (b) Individuals (high net worth individuals) | 576 | 7.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 25 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 83 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,721 | 9.5 |
| By Discretionary | ||
| Discretionary | 1,497 | 4.0 |
| Non-Discretionary | 224 | 5.5 |
| Total | 1,721 | 9.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.5 | |
| Total | 1,721 | 9.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001270764] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Counselling Inc
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|
MN | 9.5 |
|
Clearwater Management Co Inc
✚
|
MN | 4.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CBIZ Investment Advisory Services LLC
✚
|
OH | 10.5 |
|
Brookstone Capital Management LLC
✚
|
IL | 10.4 |
|
Great Valley Advisor Group LLC
✚
|
DE | 9.7 |
|
Advisors Capital Management LLC
✚
|
NJ | 9.5 |
|
The Ameriflex Group Inc
✚
|
NV | 9.4 |
|
Gregory J Schwartz & Co Inc
✚
|
MI | 9.1 |
|
Planmember Securities Corporation
✚
|
CA | 9.0 |
|
Forvis Mazars Wealth Advisors LLC
✚
|
MO | 8.9 |
|
Choate Investment Advisors LLC
✚
|
MA | 8.9 |
|
Altair Advisers LLC
✚
|
IL | 8.7 |