Overview
Assets Under Management: $537 million
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 122
Average Client Assets: $3 million
Frequently Asked Questions
FIRST FIDUCIARY INVESTMENT COUNSEL INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111144), FIRST FIDUCIARY INVESTMENT COUNSEL INC is subject to fiduciary duty under federal law.
FIRST FIDUCIARY INVESTMENT COUNSEL INC is headquartered in CLEVELAND, OH.
FIRST FIDUCIARY INVESTMENT COUNSEL INC serves 122 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, FIRST FIDUCIARY INVESTMENT COUNSEL INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
FIRST FIDUCIARY INVESTMENT COUNSEL INC manages $537 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, FIRST FIDUCIARY INVESTMENT COUNSEL INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 467
Discretionary Accounts: 467
Regulatory Filings
CRD Number: 111144
Last Filing Date: 2025-02-20 00:00:00
Website: https://firstfiduciary.com