Asa Fiduciary Counselors Inc (Washington)

Asa Fiduciary Counselors Inc is an investment adviser to a business development company based in Washington. It manages $14.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of District of Columbia.

Asa Fiduciary Counselors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Asa Fiduciary Counselors: assets under management

The assets under management (AUM) of Asa Fiduciary Counselors Inc is $14.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $14.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Asa Fiduciary Counselors Inc for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Asa Fiduciary Counselors Inc

Ellen Anne Hennessy has been acting as President since 1 Nov 1999. Daniel F. Hunger joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Aon Consulting Of New Jersey	Shareholder	1 Nov 1999	75% - 100%	222608561
Ellen Anne Hennessy	President	1 Nov 1999	Other	4380430
Clarin Schwartz	Secretary and general counsel	1 Nov 1999	Other	4380431
Arlene Jeschke	Secretary-law	1 Oct 2000	Other	2525707
Richard Edward Barry	Vice president & assistant secretary	1 Oct 2000	Other	4499143
Catherine Marie Lyczko	Vice president & assistant secretary	1 Oct 2000	Other	2299712
Diane M Aigotti	Treasurer	1 Oct 2000	Other	4346362
Daniel F. Hunger	Director	1 Sep 2001	Other	4521381
Donald C. Ingram	Director	1 Sep 2001	Other	4521384

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Aon Corporation	Shareholder	1 Jan 1997	75% - 100%	36-3051915
Inc. Aon Group	Shareholder	1 Jan 1997	75% - 100%	52-0969822
Aon New Jersey Holding Corporation	Shareholder	1 Jul 1998	75% - 100%	22-3597996
Inc. Aon Consulting Worldwide	Shareholder	1 Oct 2000	75% - 100%	52-1508151

Based in Washington

The principal office where Asa Fiduciary Counselors Inc performs its advisory services is located at 601 Pennsylvania Ave. Nw, Washington, DC 20004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-434-8180 or by fax 202-639-9228. The normal business hours are 9 a.m. - 5:30 p.m. on Monday - Friday.