Macdougall Financial Counseling
Macdougall Financial Counseling is an SEC-registered wealth manager in Delmont, PA with $424.8M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Macdougall Financial Counseling: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104644, SEC 801-33838, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $424.8M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Delmont, PA
- Employees
- 3
- Clients
- 124
- CRD
- 104644
- Ownership
- MACDOUGALL, ALLAN; SCHOFIELD, DOUGLAS, FRANKLIN; MacDougall, Elizabeth, Laughlin
How much AUM does Macdougall Financial Counseling have?
Macdougall Financial Counseling reported $424.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Macdougall Financial Counseling?
Disclosed owners and executives of Macdougall Financial Counseling include MACDOUGALL, ALLAN, SCHOFIELD, DOUGLAS, FRANKLIN, MacDougall, Elizabeth, Laughlin. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.