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COUNSEL FIDUCIARY, LLC

· CRD 139948 · IAPD ↗ · counselfiduciary.com · 646-308-1400

$109.5MRegulatory AUM
2Advisory reps
2Employees
1Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — COUNSEL FIDUCIARY, LLC (location n/a) left the SEC roster (was $109.5M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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