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MACDOUGALL FINANCIAL COUNSELING

DELMONT, PA · CRD 104644 · IAPD ↗ · 724-468-1300

$424.8MRegulatory AUM
4Advisory reps
4Employees
124Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — MACDOUGALL FINANCIAL COUNSELING notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2026 — MACDOUGALL FINANCIAL COUNSELING added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
September 2026 — MACDOUGALL FINANCIAL COUNSELING grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.