MACDOUGALL FINANCIAL COUNSELING
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $424.8M |
| Discretionary | $424.8M100% of AUM |
| Client Accounts | 426 |
| Avg Account Size | $997K |
| Employees | 3 |
| Peak AUM | $436.1MMar 2022 |
| AUM CAGR | +2.8% /yrover 25 yrs · 40 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $425M | +3.0% | +8.6% | +1.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $424.8M |
| Discretionary | $424.8M |
| Employees | 3 |
| Client Accounts | 426 |
| Client Range | 101-250 |
Contact & Location
Address
2364 ROUTE 66
DELMONT PA 15626
Phone
724-468-1300
Filing History
40 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$425M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution