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| Keyboard |
| Financial Counseling Associates Inc
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|---|---|
| CRD # | 115123 |
| SEC # | 801-79159 |
| CIK # | |
| AUM | 103.5 M (2026-02-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 720-272-4419 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 30.9 |
| (b) Individuals (high net worth individuals) | 22 | 66.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 126 | 103.5 |
| By Discretionary | ||
| Discretionary | 125 | 96.8 |
| Non-Discretionary | 1 | 6.7 |
| Total | 126 | 103.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.5 | |
| Total | 126 | 103.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
Hillberg Capital Management LLC
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|
CA | 103.9 M |
|
Point NEMO Capital LLC
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103.8 M | |
|
Altitude Capital Management LLC
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|
Eurocapital Advisors Inc
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|
Advocacy Financial LLC
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|
Reitz Capital Advisors LLC
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|
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|
Butterworth Financial LLC
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|
MA | 103.3 M |
|
Allridge Wealth Management PC
✚
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VA | 103.3 M |
|
Abundant Wealth Partners LLC
✚
|
CA | 103.2 M |
|
First Financial Services LLC
✚
|
AR | 103.2 M |