Federated investment Counseling

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Total assets under management

$199,641,239,415

Total clients

6,520

3% high-net worth

Total advisors

142

of 213 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$30,619,822

Client services

Portfolio management Educational seminars or workshops

Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.

Fee options

Percentage

$0 - no upper limit: 0.02% to 0.55% for U.S. pooled investment vehicles $0 - no upper limit: 0.05% to 0.37% for current sub-advised U.S. pooled investment vehicles $0 - no upper limit: 0.03% to 1.25% for non-U.S. pooled investment vehicles $0 - no upper limit: 0.20% to 0.87% for current sub-advised non-U.S. pooled investment vehicles

Performance-based

Performance-based fees may apply for certain pooled investment vehicles as specified in client agreements

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Federated investment Counseling

1001 Liberty Avenue

Pittsburgh PA 15222-3779, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 412-288-1900

Advisors at this firm

Patrick M

Series 65

Pittsburgh, PA

Federated investment Counseling

Jared H

Series 65

Pittsburgh, PA

Federated investment Counseling

James W

Series 66

Wexford, PA

Federated investment Counseling

Robert J

Series 66

Pittsburgh, PA

Federated investment Counseling

Devin R

Series 66

Pittsburgh, PA

Federated investment Counseling

Timothy H

Series 63, Series 65

Pittsburgh, PA

Federated investment Counseling

Robert O

Series 65

Pittsburgh, PA

Federated investment Counseling

Craig H

Series 63, Series 65

Pittsburgh, PA

Federated investment Counseling

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