MACDOUGALL FINANCIAL COUNSELING
CRD #104644 SEC #801-33838 DELMONT, PA 724-468-1300
SEC Registered
Total AUM
$412.3M
Discretionary
$412.3M
Employees
3
Clients
101
Accounts
433
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $412.3M | $412.3M | $0 | 3 | 147 |
| Mar 2024 | $380M | $380M | $0 | 3 | 148 |
| Mar 2023 | $333.8M | $333.8M | $0 | 3 | 165 |
| Mar 2022 | $436.1M | $436.1M | $0 | 3 | 191 |
| Mar 2021 | $399.1M | $399.1M | $0 | 3 | 174 |
| Nov 2020 | $354.4M | $354.4M | $0 | 3 | 165 |
| Feb 2020 | $354.4M | $354.4M | $0 | 3 | 165 |
| Dec 2019 | $312.1M | $312.1M | $0 | 2 | 168 |
| Jul 2019 | $312.1M | $312.1M | $0 | 2 | 168 |
| Mar 2019 | $312.1M | $312.1M | $0 | 2 | 168 |
| Mar 2018 | $344.3M | $344.3M | $0 | 2 | 164 |
| Feb 2017 | $302.5M | $302.5M | $0 | 2 | 26 |
| Feb 2016 | $309.3M | $309.3M | $0 | 2 | 26 |
| Mar 2015 | $311.5M | $311.5M | $0 | 2 | 26 |
| Feb 2014 | $307M | $307M | $0 | 2 | 26 |
| Mar 2013 | $264.6M | $264.6M | $0 | 2 | 26 |
| Feb 2012 | $230.4M | $230.4M | $0 | 1 | 26 |
| Jun 2011 | $232.8M | $232.8M | $0 | 5 | -- |
| May 2011 | $232.8M | $232.8M | $0 | 5 | -- |
| Feb 2011 | $232.8M | $232.8M | $0 | 5 | -- |
| Jan 2010 | $221.3M | $221.3M | $0 | 5 | -- |
| Jun 2009 | $217.9M | $167.2M | $50.8M | 5 | -- |
| Jan 2008 | $309.5M | $233.1M | $76.4M | 5 | -- |
| Oct 2007 | $282.2M | $195.2M | $87M | 5 | -- |
| Feb 2007 | $282.2M | $195.2M | $87M | 5 | -- |
| Jan 2006 | $240.3M | $146.7M | $93.6M | 5 | -- |
| Feb 2005 | $221.9M | $137.2M | $84.7M | 5 | -- |
| Jan 2005 | $221.9M | $137.2M | $84.7M | 5 | -- |
DateMar 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees3
Clients147
DateMar 2024
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees3
Clients148
DateMar 2023
Total AUM$333.8M
Discretionary$333.8M
Non-Disc.$0
Employees3
Clients165
DateMar 2022
Total AUM$436.1M
Discretionary$436.1M
Non-Disc.$0
Employees3
Clients191
DateMar 2021
Total AUM$399.1M
Discretionary$399.1M
Non-Disc.$0
Employees3
Clients174
DateNov 2020
Total AUM$354.4M
Discretionary$354.4M
Non-Disc.$0
Employees3
Clients165
DateFeb 2020
Total AUM$354.4M
Discretionary$354.4M
Non-Disc.$0
Employees3
Clients165
DateDec 2019
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees2
Clients168
DateJul 2019
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees2
Clients168
DateMar 2019
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees2
Clients168
DateMar 2018
Total AUM$344.3M
Discretionary$344.3M
Non-Disc.$0
Employees2
Clients164
DateFeb 2017
Total AUM$302.5M
Discretionary$302.5M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$309.3M
Discretionary$309.3M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$311.5M
Discretionary$311.5M
Non-Disc.$0
Employees2
Clients26
DateFeb 2014
Total AUM$307M
Discretionary$307M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$264.6M
Discretionary$264.6M
Non-Disc.$0
Employees2
Clients26
DateFeb 2012
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$232.8M
Discretionary$232.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$232.8M
Discretionary$232.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$232.8M
Discretionary$232.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$217.9M
Discretionary$167.2M
Non-Disc.$50.8M
Employees5
Clients--
DateJan 2008
Total AUM$309.5M
Discretionary$233.1M
Non-Disc.$76.4M
Employees5
Clients--
DateOct 2007
Total AUM$282.2M
Discretionary$195.2M
Non-Disc.$87M
Employees5
Clients--
DateFeb 2007
Total AUM$282.2M
Discretionary$195.2M
Non-Disc.$87M
Employees5
Clients--
DateJan 2006
Total AUM$240.3M
Discretionary$146.7M
Non-Disc.$93.6M
Employees5
Clients--
DateFeb 2005
Total AUM$221.9M
Discretionary$137.2M
Non-Disc.$84.7M
Employees5
Clients--
DateJan 2005
Total AUM$221.9M
Discretionary$137.2M
Non-Disc.$84.7M
Employees5
Clients--