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Fiduciary Counselling Inc

● SEC registered since 1966CRD 104753SEC# 801-4158St Paul, MN
Export (members)
Reg. AUM
$10.06B
Employees
87
Accounts
1,761
Location
St Paul, MN

Fiduciary Counselling Inc assets under management

Fiduciary Counselling Inc is an investment advisory firm registered with the SEC based in St Paul, MN. The firm has been registered since 1966. It reports $10.1 billion in regulatory assets under management and employs 87 people.

Fiduciary Counselling Inc owners & executives

12 reported
NameTitleOwnershipSince
Amy G Fields ControlDirectorUnder 5%2023
Andrew Edward Lang ControlChief Investment OfficerUnder 5%2022
Ann Barry Burns ControlDirectorUnder 5%2008
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Frequently asked questions

How much does Fiduciary Counselling Inc manage?

Fiduciary Counselling Inc reports $10.1 billion in regulatory assets under management on its Form ADV.

How many employees does Fiduciary Counselling Inc have?

Fiduciary Counselling Inc reports 87 employees.

Where is Fiduciary Counselling Inc located?

Fiduciary Counselling Inc is based in St Paul, MN and has been SEC-registered since 1966.

Does Fiduciary Counselling Inc disclose fund performance?

Fiduciary Counselling Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30 East 7th Street, Suite 2000, St Paul, MN 55101-4930
Phone651-228-0935
Fax651-215-4493
Office hours8:00a.m. - 4:45p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$10.06B▲ 6%
Mar '25 — $9.5BApr '25 — $9.5BMay '25 — $9.5BJun '25 — $9.5BJul '25 — $9.5BAug '25 — $9.5BSep '25 — $9.5BOct '25 — $9.5BNov '25 — $9.5BDec '25 — $9.5BJan '26 — $9.5BFeb '26 — $9.5BMar '26 — $10.06BApr '26 — $10.06BMay '26 — $10.06BJun '26 — $10.06B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers

Assets under management

$10.06Bregulatory AUM
Discretionary $4.39BNon-discretionary $5.66B