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About Stephen G. Simon of FIDUCIARY

Stephen G. Simon is Chief Compliance Officer at Fiduciary Counselling Inc and has been affiliated with Fiduciary Counselling Inc since March-2014.

Fiduciary Counselling Inc is an investment advisor that manages 4.8 BN dollars in regulatory AUM and has 74 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 21MM in positions, which represents 0% of the manager's regulatory AUM.

For more on Fiduciary Counselling Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -1.2%/yr

Co-workers of Stephen G. Simon at FIDUCIARY

Name Title In Position Since
Cynthia E. Marsh Director October-1998
Eric R. Lind Chief Investment Officer December-2000
Ann B. Burns Director August-2008
M. J. Mckinley President, Chief Executive Officer And Director February-2011
Steven B. Weinstein Director December-2011
James G. Castellano Director March-2012

FIDUCIARY Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WY 33.25572% Financials 4.35% 7.52% -0.71% 0 12%
BRK.A 24.24906% Financials -0.07% 7.52% -1.5% 0 16%
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Stephen G. Simon Office Address

ST PAUL, Minnesota
UNITED STATES, 55101-4930

Stephen G. Simon Contact Information

Phone Number: 651-228-0935
Fax Number: 651-215-4493



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