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Fiduciary Counselors

EST. AUM
$20,348,264,544

CONTACTS
5

CLIENT ACCOUNTS
13

Firm Details

Metro area Washington, DC
CRD Number 111827
Website fiduciarycounselors.com
Client types

Overview

Fiduciary Counselors Inc. is a Washington, D.C.-based investment advisory firm registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. The firm specializes in serving as an independent fiduciary for employee benefit plans, offering expertise in areas governed by the Employee Retirement Income Security Act (ERISA) and Department of Labor regulations. Their services encompass fiduciary oversight for employer securities in 401(k) plans, Employee Stock Ownership Plans (ESOPs), Voluntary Employees' Beneficiary Associations (VEBAs), and defined benefit plans.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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