FEDERATED INVESTMENT COUNSELING
Latest filing: Mar 15, 2024 (253 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 | |||||
|---|---|---|---|---|---|---|---|---|---|
| JARED HOFF | PITTSBURGH | PA | S65|2013-06-03 | ||||||
| CRAIG HENDERSON | PITTSBURGH | PA | S63|1986-02-06|S65|1990-09-25 | ||||||
| CHRISTOPHER MCGINLEY | PITTSBURGH | PA | |||||||
| DEBORAH BICKERSTAFF | PITTSBURGH | PA | S65|2008-04-29 | ||||||
| ANNE HILLWIG | PITTSBURGH | PA | S66|2015-05-29 | ||||||
| ERICA RAVER | PITTSBURGH | PA | S63|2002-10-31|S65|2006-09-29 | ||||||
| JEFF ARONSOHN | PITTSBURGH | PA | S66|2018-05-04 | ||||||
| DAMIAN MCINTYRE | PITTSBURGH | PA | CHARTERED FINANCIAL ANALYST | ||||||
| JOHN STANLEY | PITTSBURGH | PA | S66|2005-01-21 | ||||||
| ZACHARY STERN | PITTSBURGH | PA | S63|2021-11-16|S66|2023-11-17 | ||||||
| SCOTT CRAWFORD | PITTSBURGH | PA | S66|2009-06-05 | ||||||
| PAUL ZUBER | PITTSBURGH | PA | S63|1995-09-27|S66|2009-11-24 | ||||||
| ANNE KRUCZEK | PITTSBURGH | PA | S65|2001-03-13 | ||||||
| SUSAN HILL | PITTSBURGH | PA | S65|1992-01-30 | ||||||
| PAIGE WILHELM | PITTSBURGH | PA | S65|1991-11-12 | ||||||
| STEPHEN GUTCH | PITTSBURGH | PA | CHARTERED FINANCIAL ANALYST | ||||||
| RICHARD BRINER | PITTSBURGH | PA | S66|2001-05-22 | ||||||
| MEGAN GRIFFIN DOLAN | PITTSBURGH | PA | S66|2008-11-11 | ||||||
| STEPHEN VAN METER | PITTSBURGH | PA | S66|2015-03-27 | ||||||
| JOSEPH NATOLI | PITTSBURGH | PA | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $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