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MacDougall Financial Counseling

● SEC registered since 1989CRD 104644SEC# 801-33838Delmont, PA
Export (members)
Reg. AUM
$412.3M
Employees
3
Accounts
433
Location
Delmont, PA

MacDougall Financial Counseling assets under management

MacDougall Financial Counseling is an SEC-registered investment adviser based in Delmont, PA. The firm has been registered since 1989. It reports $412.3 million in regulatory assets under management and employs 3 people.

MacDougall Financial Counseling owners & executives

2 reported
NameTitleOwnershipSince
Allan MacDougall ControlPresident, Wealth Advisor, Chief Compliance Officer50-75%2008
Elizabeth Laughlin MacDougall ControlVice President, Wealth Advisor, Compliance Manager25-50%2023

Frequently asked questions

How much does MacDougall Financial Counseling manage?

MacDougall Financial Counseling reports $412.3 million in regulatory assets under management on its Form ADV.

How many employees does MacDougall Financial Counseling have?

MacDougall Financial Counseling reports 3 employees.

Where is MacDougall Financial Counseling located?

MacDougall Financial Counseling is based in Delmont, PA and has been SEC-registered since 1989.

Does MacDougall Financial Counseling disclose fund performance?

MacDougall Financial Counseling is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2364 Route 66, Delmont, PA 15626
Phone724-468-1300
Fax724-468-1301
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$412.3M
Non-discretionary$0
Total (RAUM)$412.3M