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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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.