COUNSEL WEALTH MANAGEMENT, INC.

ARDEN HILLS, Minnesota·1 registered advisor·CRD# 115165
SEC# 801-631140651-639-8707
01

Firm Overview

AUM
$147M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: REFERRAL/SOLICITOR FEES; SEMINAR FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COUNSEL WEALTH MANAGEMENT, INC.

1 registered advisor
Paul Stuart Mccready
ARDEN HILLS, Minnesota
05

Office Locations

ARDEN HILLS, Minnesota
1 advisor

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Data sourced from SEC Form ADV filings. COUNSEL WEALTH MANAGEMENT, INC. (CRD# 115165) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.