MacDougall Financial Counseling

EST. AUM
$424,811,192

CONTACTS
1

CLIENT ACCOUNTS
426

Firm Details

Metro area Pittsburgh
CRD Number 104644
Website macdougallfinancial.com
Client types

Overview

MacDougall Financial Counseling is a Registered Institutional Financial Advisor with both TD Ameritrade and Fidelity. It manages individual accounts, Trusts, and Foundations totaling more than $250MM in assets using no load mutual funds. Through client consultations, MacDougall Financial Counseling develops a long-term strategic allocation of stocks and bonds and reduces risk by using a diversified pool of mutual fund managers spanning the geographic and capitalization spectrums.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

MacDougall Financial Counseling

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