Insights

Growth Opportunity Small firm with revenue between 10M and 25M presents a targeting opportunity for mid-market investment solutions, wealth planning services, and fiduciary governance offerings. Potential to upsell institutional capabilities as assets under management scale.

Portfolio Growth Active equity exposure across energy, telecom, and consumer staples from recent holdings (ExxonMobil, Comcast, Phillips 66) indicates a strategy that may benefit from enhanced research support, ESG integration, and risk-adjusted portfolio construction services.

Tech Enablement Reliance on modern digital tools and cloud collaboration platforms suggests a need for secure data protection, advanced fintech integrations, and client portal enhancements to improve transparency and communication with investors.

Advisor Network Size and structure imply a principal-led advisory model with potential gaps in scale. Opportunity to provide outsourced CIO, compliance frameworks, and process outsourcing to support fiduciary duties and client servicing.

Growth Readiness References to multiple small- to mid-cap investments and revenue growth signals readiness for scalable technology, analytics, and reporting solutions that can support expanded client bases and regulatory reporting.

Similar companies to First Fiduciary Investment Counsel

First Fiduciary Investment Counsel Tech Stack

First Fiduciary Investment Counsel uses 8 technology products and services including Squarespace, Webpack, Mimecast, and more. Explore First Fiduciary Investment Counsel's tech stack below.

  • Content Management System
  • Webpack
    Development
  • Email Security
  • Modernizr
    Javascript Libraries
  • Microsoft Word
    Office Suites
  • Office Suites
  • Adobe Fonts
    Web Fonts
  • Hostway
    Web Hosting

First Fiduciary Investment Counsel's Email Address Formats

First Fiduciary Investment Counsel uses at least 1 email format:
First Fiduciary Investment Counsel Email FormatsExamplePercentage
First@firstfiduciary.comJohn@firstfiduciary.com
100%

Frequently Asked Questions

What is First Fiduciary Investment Counsel's phone number?

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You can contact First Fiduciary Investment Counsel's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Fiduciary Investment Counsel's official website and social media links?

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First Fiduciary Investment Counsel's official website is firstfiduciary.com and has social profiles on LinkedIn.

How much revenue does First Fiduciary Investment Counsel generate?

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As of August 2026, First Fiduciary Investment Counsel's annual revenue is estimated to be $10M - $25M.

What is First Fiduciary Investment Counsel's SIC code and NAICS code?

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First Fiduciary Investment Counsel's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does First Fiduciary Investment Counsel have currently?

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As of August 2026, First Fiduciary Investment Counsel has approximately 6 employees across 1 continents, including North America. Key team members include Chief Operating Officer: T. P. and Office Staff: K. J. Explore First Fiduciary Investment Counsel's employee directory with LeadIQ.

What industry does First Fiduciary Investment Counsel belong to?

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First Fiduciary Investment Counsel operates in the Investment Management industry.

What technology does First Fiduciary Investment Counsel use?

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First Fiduciary Investment Counsel's tech stack includes Squarespace, Webpack, Mimecast, Modernizr, Microsoft Word, Office 365, Adobe Fonts and Hostway.

What is First Fiduciary Investment Counsel's email format?

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First Fiduciary Investment Counsel's email format typically follows the pattern of First@firstfiduciary.com. Find more First Fiduciary Investment Counsel email formats with LeadIQ.

When was First Fiduciary Investment Counsel founded?

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First Fiduciary Investment Counsel was founded in 1975.
First Fiduciary Investment Counsel logo

First Fiduciary Investment Counsel

Investment ManagementOhio, United States2-10 Employees

First Fiduciary Investment Counsel operates in the investment management industry, providing advisory services aimed at helping individual and institutional investors navigate capital markets with transparency and clear communication. The firm seeks to support clients in building enduring wealth by offering guidance tailored to both personal and organizational investment goals, grounded in open dialogue about market activity and portfolio allocation. Based in Independence, Ohio, the company appears to be a small firm with a local footprint, focused on delivering steady, informed investment counsel. The organization has publicly documented activity investing portions of its portfolio in major public companies, reflecting engagement with diversified equities as part of its advisory approach. While the company’s size and exact structure are not detailed, its listed website and historical activity indicate a traditional, advisor-centric model within the broader investment management landscape.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1975
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    First Fiduciary Investment Counsel's revenue is estimated to be in the range of $10M - $25M

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