Financial Counselors Inc

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Assets, Funds, Holdings

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Financial Counselors Inc
CRD #106398
SEC #801-48195
CIK #949623
AUM $9.9 BB (89% Disc, 100% US, 2020-03-16)
Employees61 (62% Investors, 0% Brokers)
Phone800-615-2536
Address5901 College Boulevard
Overland Park, KS 66211
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
MSFT 1,376,930.0 49.0
AAPL 1,372,810.0 44.7
VEA 40.1
SPY 38.5
VZ 224,690.0 34.4
VOO 33.8
JPM 291,970.0 32.0
MRK 195,010.0 32.0
PEP 180,030.0 29.4
SCHV 28.6
View All
Holdings by Sector ($)
2.11.71.30.80.40.02014201620182020
Comparable Firms State AUM ($BB)
Degroof Petercam Asset Management
10.5
Sagepoint Financial Inc
AZ 10.0
Mutual Fund Public Co Ltd
9.9
LeafHouse Financial Advisors LLC
TX 9.6
Asset Strategy Consultants LLC
MD 9.5
Aston Asset Management LLC
IL 9.4
JJB Hilliard WL Lyons LLC
KY 9.3
Ameritas Investment Complany LLC
NE 9.3
Evercore Wealth Management LLC
NY 9.2
US Bancorp Investments Inc
MN 9.0
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