Fiduciary Counselling Revenue

Financial Services • St Paul, Minnesota, United States • 21-50 Employees

Fiduciary Counselling revenue & valuation

Annual revenue	$3,336,645
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,700,000
Total funding	No funding

Key Contacts at Fiduciary Counselling

Sarah Isabel

President And Chief Executive Officer

Julie Mckinley

Ceo And President

Naomi Freutel

Tax Advisory Solutions Director

Joel Sommers

Director - Estate, Trust & Legal

Jenny Taschner

Human Resources Director

Jeff Tolzin

Director Of Client Service

Company overview

Headquarters	30 7th St E, St Paul, Minnesota 55101, US
NAICS	52
Keywords	Trust Administration, Tax Planning, Financial Services, Wealth Management, Accounting Services, Financial Planning, Estate Planning, Investment Management, Tax Compliance, Philanthropic Services
Founded	1941
Employees	21-50

Fiduciary Counselling Email Formats

Fiduciary Counselling uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@fidcouns.com), used 98.7% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@fidcouns.com	98.7%
{first name}{last name}	johndoe@fidcouns.com	1.3%

About Fiduciary Counselling

Fiduciary Counselling, Inc. (FCI) is a SEC registered investment advisor and provider of integrated financial services that provides a comprehensive approach to wealth management. As a single-family office since 1941, we provide client-focused individual and family services using a fee-only structure. We offer a wide range of services, including: • Investment Management • Accounting Services • Financial Planning • Estate Planning • Tax Compliance and Planning • Trust Administration • Philanthropic Services At FCI we believe in doing the right thing—for our clients and our team. Our employees thrive in a culture of integrity, collaboration, and continuous learning. Whether you're advising on complex estates, or supporting client service, you’ll be part of a mission-driven organization that values thoughtful decision-making and long-term relationships. Information contained herein is for general informational purposes only and does not constitute investment advice or recommendation. Being registered as an investment adviser does not imply a certain level of skill or training. Any opinions expressed by LinkedIn users, either on this page or elsewhere, are those of the persons submitting the comments or posts and do not represent the views of Fiduciary Counselling, Inc. or its management.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Fiduciary Counselling has 53 employees across 8 departments.

Departments

Number of employees

Funding Data

Fiduciary Counselling has never raised funding before.

Frequently asked questions

Fiduciary Counselling is located in St Paul, Minnesota, US.

Fiduciary Counselling generates an estimated annual revenue of $3,336,645. This revenue figure reflects the company's market position and business performance in its industry.

Fiduciary Counselling has an estimated valuation of $10,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Fiduciary Counselling was founded in 1941, making it 85 years old. The company has established itself as a significant player in its industry over this time.

Fiduciary Counselling has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.