Fiduciary Counselling

Finance · Washington, United States · 51-200 Employees

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Overview

Headquarters

1145 Broadway Ste 1500, Tacoma, Washingt...

Phone Number

(253) 272-8336

Revenue

$15.9 Million

Industry

Finance Securities Trading
ZI Rank: 4
Signal Type
Feb
Mar
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Jul
ZI Rank
3
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4

About Fiduciary Counselling

Fiduciary Counselling, Inc. (FCI) is a registered investment advisory firm located in Saint Paul, Minnesota. The firm provides financial advisory/wealth management services to its clients, as well as tax and estate planning. It primarily provides its services to a family of high net worth individuals. FCI was founded in 1941 and has an additional office in Tacoma, Washington.Explore more
Fiduciary Counselling's Social MediaPopular SearchesFiduciary Counselling IncFiduciary Counseling IncFiduciary CounsellingFiduciary CounselingSIC Code 62,628NAICS Code 52,523Show more

Fiduciary Counselling Org Chart

JM
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Chief Executive Officer & President

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SC
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Chief Financial Officer & Treasurer

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CB
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Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fiduciary Counselling

$15.9M
51-200
Private
-
1941
JM
Julie McKinleyCEO & President
$55.7M
51-200
Private
-
-
Dale Cloud, Chief Operating Officer I, Investment & Advisor I & Partner at Turtle Creek Wealth
Dale CloudChief Operating Officer I, Investment & Advisor I & Partner
$25M
51-200
Private
-
1838
KW
Kurt WalterChief Financial Officer
$16M
51-200
Private
<$5M
1995
$10.2M
51-200
Private
-
1898
Holly Mazzocca, Wealth Advisor & Principal & President at Bartlett & Co.
Holly MazzoccaWealth Advisor & Principal & President
$7.2M
51-200
Private
-
1984
AB
Adam BoyerChief Operating Officer & Chief Compliance Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fiduciary Counselling is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fiduciary Counselling is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fiduciary Counselling.

Fiduciary Counselling Tech Stack

A closer look at the technologies used by Fiduciary Counselling

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Frequently Asked Questions Regarding Fiduciary Counselling

What is Fiduciary Counselling's official website?
Fiduciary Counselling's official website is www.fidcouns.com
What is Fiduciary Counselling's Revenue?
Fiduciary Counselling's revenue is $15.9 Million
What is Fiduciary Counselling's SIC code?
Fiduciary Counselling's SIC: 62,628
What is Fiduciary Counselling's NAICS code?
Fiduciary Counselling's NAICS: 52,523
How many employees does Fiduciary Counselling have?
Fiduciary Counselling has 51-200 employees
What industry does Fiduciary Counselling belong to?
Fiduciary Counselling is in the industry of: Finance, Securities Trading
What is Fiduciary Counselling competition?
Fiduciary Counselling top competitors include: JMG Financial Group, Turtle Creek Wealth, Bartlett & Co., Pinnacle Wealth Planning Services
What technology does Fiduciary Counselling use?
Some of the popular technologies that Fiduciary Counselling uses are: Microsoft 365, Microsoft Exchange Online
Who is the CFO of Fiduciary Counselling?
Fiduciary Counselling's CFO is Shari Clifford
How do I contact Fiduciary Counselling?
Fiduciary Counselling contact info: Phone number: (253) 272-8336 Website: www.fidcouns.com
What does Fiduciary Counselling do?

Fiduciary Counselling, Inc. (FCI) is a registered investment advisory firm located in Saint Paul, Minnesota. The firm provides financial advisory/wealth management services to its clients, as well as tax and estate planning. It primarily provides its services to a family of high net worth individuals. FCI was founded in 1941 and has an additional o... ffice in Tacoma, Washington.Read More

What are Fiduciary Counselling social media links?
Fiduciary Counselling Linkedin page
Is Fiduciary Counselling a public company?
Fiduciary Counselling is private company therefore does not currently have an official ticker symbol
See more information about Fiduciary Counselling

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