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| Happy Holidays!! thanks for using AUM13F!! |
| First Fiduciary Investment Counsel Inc
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| CRD # | 111144 |
| SEC # | 801-11685 |
| CIK # | 0001072843 |
| AUM | $537.0 M (2025-02-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 216-643-9100 |
| Address | 6100 Oak Tree Blvd Suite 185 Cleveland, OH 44131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| BlackRock Inc | 24.2 | ||
| Goldman Sachs Group Inc | 22.1 | ||
| Lowes Companies Inc | 21.1 | ||
| Honeywell International Inc | 19.2 | ||
| Novartis AG | 16.6 | ||
| Oracle Corp | 16.1 | ||
| Walt Disney Co | 15.8 | ||
| Marriott International Inc /MD/ | 14.7 | ||
| Nasdaq OMX Group Inc | 14.4 | ||
| Johnson & Johnson | 14.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 24.7 |
| (b) Individuals (high net worth individuals) | 122 | 351.1 |
| (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 | 6 | 26.0 |
| (h) Charitable organizations | 5 | 91.0 |
| (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 | 3 | 23.4 |
| (n) Other | 2 | 20.7 |
| Total | 467 | 537.0 |
| By Discretionary | ||
| Discretionary | 467 | 537.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 467 | 537.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 537.0 | |
| Total | 467 | 537.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001072843] |
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|---|---|---|
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Kitching Partners LLC
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PA | 0.5 |
|
Hudson Capital Management LLC
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NJ | 0.5 |
|
Capital Resource Management Inc
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IL | 0.5 |
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Steffes Financial Ltd
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KS | 0.5 |
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Garrison Point Advisors LLC
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CA | 0.5 |
|
Hill Island Financial LLC
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MI | 0.5 |
|
Socorro Asset Management LP
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TX | 0.5 |
|
Wealth Preservation Advisors LLC
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|
TN | 0.5 |
|
Integral Investment Advisors Inc
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|
CA | 0.5 |
|
DGS Capital Management LLC
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|
NJ | 0.5 |