Overview
Assets Under Management: $104 million
High-Net-Worth Clients: 22
Average Client Assets: $3.0 million
Frequently Asked Questions
FINANCIAL COUNSELING ASSOCIATES, 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 #115123), FINANCIAL COUNSELING ASSOCIATES, INC is subject to fiduciary duty under federal law.
FINANCIAL COUNSELING ASSOCIATES, INC serves 22 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL COUNSELING ASSOCIATES, INC offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL COUNSELING ASSOCIATES, INC manages $104 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, FINANCIAL COUNSELING ASSOCIATES, 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: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.76%
Average Client Assets: $3.0 million
Total Client Accounts: 126
Discretionary Accounts: 125
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 115123
Filing ID: 2048571
Last Filing Date: 2026-02-04 08:11:08