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| First Fiduciary Investment Counsel Inc
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|
|
|---|---|
| CRD # | 111144 |
| SEC # | 801-11685 |
| CIK # | 0001072843 |
| AUM | $489.3 MM (2023-03-22) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 216-643-9100 |
| Address | 6100 Oak Tree Blvd Suite 185 Cleveland, OH 44131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.0 | |
| LOW | 111,668.6 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| UPS | 157,208.0 | 0.0 | |
| HON | 119,775.0 | 0.0 | |
| PG | 338,108.9 | 0.0 | |
| PEP | 226,773.9 | 0.0 | |
| CMCSA | 175,303.0 | 0.0 | |
| JNJ | 465,600.2 | 0.0 | |
| NVS | 186,234.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 36.5 |
| (b) Individuals (high net worth individuals) | 176 | 279.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 33.4 |
| (h) Charitable organizations | 5 | 80.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 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 | 10 | 37.2 |
| (n) Other | 2 | 22.5 |
| Total | 469 | 489.3 |
| By Discretionary | ||
| Discretionary | 469 | 489.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 469 | 489.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 489.3 | |
| Total | 469 | 489.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001072843] |
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|---|---|---|
|
High Note Wealth LLC
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|
MN | 0.5 |
|
Climber Capital Sa
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|
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|
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|
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|
CA | 0.5 |
|
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