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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Macdougall Financial Counseling
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|---|---|
| CRD # | 104644 |
| SEC # | 801-33838 |
| CIK # | |
| AUM | $412.3 M (2025-03-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 724-468-1300 |
| Address | 2364 Route 66 Delmont, PA 15626 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 21.2 |
| (b) Individuals (high net worth individuals) | 78 | 367.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 23.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 433 | 412.3 |
| By Discretionary | ||
| Discretionary | 433 | 412.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 433 | 412.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 412.3 | |
| Total | 433 | 412.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Encompass Wealth Advisors LLC
✚
|
OR | 0.4 |
|
First Nebraska Advisory LLC
✚
|
NE | 0.4 |
|
Capital A Wealth Management LLC
✚
|
PA | 0.4 |
|
Equita Financial Network Inc
✚
|
PA | 0.4 |
|
Castle Coast Wealth LLC
✚
|
CA | 0.4 |
|
Nova R Wealth Inc
✚
|
KS | 0.4 |
|
Adirondack Financial Services Corp
✚
|
NY | 0.4 |
|
JGHendricks Financial Services LLC
✚
|
IL | 0.4 |
|
First City Capital Management Inc
✚
|
GA | 0.4 |
|
Joule Financial LLC
✚
|
KY | 0.4 |