Fiduciary Counselors Inc.
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 111827
- Registered since
- November 29, 1999
- Website
- www.fiduciarycounselors.com
- Custodians
- JPMORGAN CHASE & CO. SECURITIES SERVICES, FIDELITY DISTRIBUTORS COMPANY LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fiduciary Counselors Inc. is an SEC-registered corporation (registered in 1999) that operates as an institutional registered investment adviser and self-identifies as a capital allocator. Its client base is institutional, and its advisory services emphasize portfolio management for businesses or institutions, selection of other advisers, and pension consulting services. The firm charges clients by hourly rates and fixed fees rather than asset-based advisory fees. It does not describe itself as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1Thomas O'connor
President and CEOCRD 6473212
Contacts
2 of 2
Kathryn Ricard
Senior Vice PresidentCRD 6777336
John Caflisch
Senior Vice President and General CounselCRD 6045892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 700 12th St Nw
- Time zone
- ET (UTC-5)
- Office locations
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