First Fiduciary Investment Counsel Inc
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 111144
- Registered since
- July 1, 1976
- Website
- www.firstfiduciary.com
- Custodians
- CHARLES SCHWAB & CO., INC., LINCOLN INVESTMENT, STIFEL NICOLAUS & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.04%
- Charitable Organizations17.2%
- Corporations / Businesses5.68%
- Individuals5.34%
- Other3.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
First Fiduciary Investment Counsel Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1976. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing and fixed-fee engagements. First Fiduciary reports a preference for equity strategies and does not identify as an active ESG investor or 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 Equities90%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$17.2M in ETFs
100%
$17.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT) | BlackRock | Passive | Target Maturity | $1.9M | 74,405 | 10.79% |
Location
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 6100 Oak Tree Blvd
- Time zone
- ET (UTC-5)
- Office locations
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