FEDERATED INVESTMENT COUNSELING

Latest filing: Mar 15, 2024 (229 days ago)

AUM

$185,452,168,971
13% change vs. 1 year ago
47% change vs. 3 years ago
88% change vs. 5 years ago
178% change vs. 10 years ago

Employee Count

215
2% change vs. 1 year ago
10% change vs. 3 years ago
21% change vs. 5 years ago
33% change vs. 10 years ago

Main Office

PITTSBURGH, PA
1001 LIBERTY AVENUE, PITTSBURGH, PA, UNITED STATES, 15222-3779

Client AUM

Discretion AUM
Discretionary $185.5
Non-Discretionary $0.0
Total $185.5
Client AUM
Retail $5.9
Pooled $13.9
Institutional $165.7
Total $185.5
Retail Accounts AUM
Individual 5,602 $2.5
Average Individual AUM $452,470
HNW 1,071 $3.4
Average HNW AUM $3,136,951
Retail Total 6,673 $5.9
Average Retail AUM $883,323

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
BNY MELLON PITTSBURGH-PA-USA $33.4
STATE STREET BANK & TRUST COMPANY NORTH QUINCY-MA-USA $30.4

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $171.6
Retail SMA AUM $5.9
Institutional SMA AUM $165.7
Asset Class % AUM
Equity Exch 17% $29.2
Equity Non-Exch 1% $1.7
Govt Agency 24% $41.2
Municipal 0% $0.0
Sovereign 1% $1.7
IG Credit 34% $58.3
HY Credit 12% $20.6
Derivatives 8% $13.7
Investment Companies 2% $3.4
Other Pools 1% $1.7
Cash 0% $0.0
Other 0% $0.0
Total 100% $171.6

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
FEDERATED INVESTMENT MANAGEMENT COMPANY $501.6 105138
HERMES INVESTMENT MANAGEMENT LIMITED $32.0 153104
FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA $26.2 128610
FEDERATED HERMES (UK) LLP $20.3 169087
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. $18.3 106277
HERMES GPE LLP $10.3 151848
FEDERATED MDTA LLC $6.7 109355
HERMES GPE (USA) INC $1.3 166839
HERMES ALTERNATIVE INVESTMENT MANAGEMENT LIMITED $0.0 168684
FEDERATED INVESTORS AUSTRALIA SERVICES LTD $0.0 -
FEDERATED PRIVATE FUND OF ONE TRADE FINANCE PARTNERSHIP GENERAL PARTNER, LLC $0.0 -
HERMES FUND MANAGERS IRELAND LIMITED $0.0 319364
FEDERATED INTERNATIONAL SECURITIES CORP. $0.0 broker-dealer 290173
FEDERATED ADVISORY SERVICES COMPANY $0.0 128611
FEDERATED HERMES JAPAN LTD. $0.0 -
FEDERATED INVESTORS TRUST COMPANY $0.0 trust company -
HERMES GPE (SINGAPORE) PTE LIMITED $0.0 -
FEDERATED SECURITIES CORP. $0.0 broker-dealer 5009

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

14 active

Name Title
DONAHUE, JOHN, CHRISTOPHER TRUSTEE
FISHER, JOHN, BASIL TRUSTEE, PRESIDENT,CEO
DONAHUE, THOMAS, ROBERT TRUSTEE, TREASURER
AUTH, STEPHEN, FRANK EVP, CIO - EQUITY
CUNNINGHAM, DEBORAH, ANN EXEC VICE PRESIDENT/CIO-MONEY MARKETS
OSTROWSKI, ROBERT, JOHN EXEC VICE PRESIDENT/CIO-GLOBAL FIXED INCOME
OCHSON, MARY JO CIO -TAX-FREE MONEY MARKETS
MAGERA, GEORGE, FRANK SECRETARY
VAN METER, STEPHEN, PAUL CHIEF COMPLIANCE OFFICER
UHLMAN, PAUL, ADAM EXECUTIVE VICE PRESIDENT
GALLAGHER, JAMES, JOSEPH TRUSTEE
JACOBS, GINA TRUSTEE

ADVDB.CO • SOURCE: SEC

Representatives

42 active representatives found, showing 20 random

Name City State Exams Designations
CANDICE GALLAGHER PITTSBURGH PA S66|2015-11-19
DEBORAH CUNNINGHAM PITTSBURGH PA S65|1991-10-09
ANNE KRUCZEK PITTSBURGH PA S65|2001-03-13
MARIA RIGGI PITTSBURGH PA S66|2005-09-01
SCOTT CRAWFORD PITTSBURGH PA S66|2009-06-05
DEBORAH BICKERSTAFF PITTSBURGH PA S65|2008-04-29
RICHARD BRINER PITTSBURGH PA S66|2001-05-22
ZACHARY STERN PITTSBURGH PA S63|2021-11-16|S66|2023-11-17
PATRICIA DOERGE PITTSBURGH PA S65|2007-07-26
DAMIAN MCINTYRE PITTSBURGH PA CHARTERED FINANCIAL ANALYST
ROBERT SCHWARTZ PITTSBURGH PA S65|2021-04-30
MICHAEL TUCKER PITTSBURGH PA S65|2017-02-17
STEPHEN VAN METER PITTSBURGH PA S66|2015-03-27
GORDON CERESINO PITTSBURGH PA S63|1997-05-07|S65|1995-01-30
MICHAEL JURA PITTSBURGH PA S65|2013-02-14
ROBERT OSTROWSKI PITTSBURGH PA S65|1990-04-26
KRISTIN RHAD PITTSBURGH PA S65|2013-09-28
SUSAN HILL PITTSBURGH PA S65|1992-01-30
JOSEPH NATOLI PITTSBURGH PA
STEPHEN GUTCH PITTSBURGH PA CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $185.5 $0.0 0% 215 0 0%
2024-04-02 $185.5 $0.0 0% 215 0 0%
2023-04-04 $164.8 $20.7 13% 210 5 2%
2022-04-01 $148.6 $36.9 25% 198 17 9%
2021-04-05 $126.4 $59.1 47% 196 19 10%
2020-04-01 $115.6 $69.9 60% 189 26 14%
2019-04-01 $98.5 $87.0 88% 178 37 21%
2018-04-02 $77.1 $108.3 140% 177 38 21%
2017-04-01 $70.4 $115.0 163% 173 42 24%
2016-04-01 $58.3 $127.1 218% 171 44 26%
2015-04-01 $59.3 $126.2 213% 151 64 42%
2014-04-01 $66.8 $118.7 178% 162 53 33%
2013-04-01 $58.1 $127.3 219% 155 60 39%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
PA, AK-11/20/1992, AL-05/15/2000, AR-11/15/1993, AZ-08/29/1994, CA-04/19/1994, CO-03/16/2015, CT-12/15/1997, DC-02/13/1994, DE-08/01/2003, FL-05/12/1989, GA-07/29/1992, HI-01/24/1995, IA-06/15/2000, ID-01/01/1994, IL-08/01/1989, IN-02/07/2001, KS-09/24/1993, KY-07/21/1993, LA-10/05/2001, MA-04/14/1994, MD-10/19/1993, ME-01/01/1994, MI-12/09/1997, MN-01/02/2001, MO-03/25/1994, MS-09/25/1997, MT-01/01/1998, NC-01/02/2001, ND-02/09/1994, NE-02/08/1994, NH-09/18/1973, NJ-04/25/1994, NM-03/16/1994, NV-11/04/1993, NY-08/05/1993, OH-05/11/2000, OK-01/01/1998, OR-01/07/1997, PA-08/01/1989, PR-09/08/2005, RI-02/21/1994, SC-01/02/2001, SD-12/29/1993, TN-01/01/1990, TX-07/20/1989, UT-01/31/1994, VA-07/05/1989, VI-06/10/2016, VT-11/21/1994, WA-02/15/1994, WI-05/09/2000, WV-08/03/1993, WY-07/25/2017
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV