1919 Investment Counsel, LLC

Assets Under Management

$24.0B

Number of Clients

5,137

Number of Advisors

32

Average Client AUM

$4.7M

AUM per Advisor

$749.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Founded in 1919, 1919 Investment Counsel offers comprehensive investment counsel services, including equity, fixed income, and private funds. They provide discretionary and non-discretionary investment advisory services to individual and institutional clients, along with financial planning, family office services, and estate and generational wealth planning services to individual clients. Investment strategies are tailored to client needs and objectives.

Fee Structure

Minimum Investment:$2M
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
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Location

One South Street, Suite 2500, Baltimore, MD, 21202

32 Advisors at this firm

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