Overview
Assets Under Management: $154 million
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Frequently Asked Questions
FINANCIAL CONCEPTS UNLIMITED, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118641), FINANCIAL CONCEPTS UNLIMITED, INC. is subject to fiduciary duty under federal law.
FINANCIAL CONCEPTS UNLIMITED, INC. serves 50 high-net-worth clients according to their SEC filing dated May 06, 2024. View client details ↓
According to their SEC Form ADV, FINANCIAL CONCEPTS UNLIMITED, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL CONCEPTS UNLIMITED, INC. manages $154 million in client assets according to their SEC filing dated May 06, 2024.
According to their SEC Form ADV, FINANCIAL CONCEPTS UNLIMITED, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 676
Discretionary Accounts: 676
Regulatory Filings
CRD Number: 118641
Last Filing Date: 2024-05-06 00:00:00
Website: https://fcuinc.com