Macdougall Investment Counsel, Inc. is an adviser based in Montreal. It manages $32.64 million of regulatory assets for 159 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, New Hampshire, New York, and Washington.
Macdougall Investment Counsel provides portfolio management for individuals and small businesses 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 also engages as canadian investment counselor/portfolio manager.
The assets under management (AUM) of Macdougall Investment Counsel, Inc. is $32.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Macdougall Investment Counsel, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Timothy Evan Price has been acting as President since 1 Apr 2004. Raymond James Ltd. joined the executive team most recently as the Shareholder.
The principal office where Macdougall Investment Counsel, Inc. performs its advisory services is located at 1000 De La Gauchetiere W.,, Montreal, H3 B 4 W5, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 514-394-2777 or by fax 514-394-3073. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at macdougallinvestment.com.