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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Counselors Inc
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| CRD # | 106398 |
| SEC # | 801-48195 |
| CIK # | 0000949623 |
| AUM | $17.0 B (2025-03-26) |
| Employees | 70 (59% Investors, 0% Brokers) |
| Phone | 913-663-0660 |
| Address | 5901 College Boulevard Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,489 | 1.1 |
| (b) Individuals (high net worth individuals) | 1,413 | 6.2 |
| (c) Banking or thrift institutions | 55 | 6.7 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 29 | 0.7 |
| (h) Charitable organizations | 163 | 1.0 |
| (i) State or municipal government entities | 5 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 160 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 15,694 | 17.0 |
| By Discretionary | ||
| Discretionary | 14,795 | 15.7 |
| Non-Discretionary | 899 | 1.3 |
| Total | 15,694 | 17.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.0 | |
| Total | 15,694 | 17.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000949623] |
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|---|---|---|
|
LPL Enterprise LLC
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SC | 18.9 |
|
Signature Estate & Investment Advisors LLC
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CA | 18.7 |
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Wilmington Trust Investment Advisors Inc
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DE | 17.4 |
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United Capital Financial Advisors LLC
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TX | 17.2 |
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Baring International Investment Ltd
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17.1 | |
|
Transamerica Retirement Advisors LLC
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IA | 16.2 |
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Benjamin F Edwards & Company Incorporated
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MO | 15.7 |
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Stephens Inc
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AR | 15.6 |
|
Integrated Wealth Concepts LLC
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MA | 15.2 |
|
Park Avenue Securities LLC
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NY | 15.0 |