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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Counseling Inc
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|---|---|
| CRD # | 119969 |
| SEC # | 801-114518 |
| CIK # | 0001548432 |
| AUM | $92.4 M (2025-03-24) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 937-748-8710 |
| Address | 582 N Main St Springboro, OH 45066 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 362 | 47.2 |
| (b) Individuals (high net worth individuals) | 25 | 38.0 |
| (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 | 6.6 |
| (h) Charitable organizations | 5 | 0.4 |
| (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 | 1 | 0.1 |
| (n) Other | 2 | 0.1 |
| Total | 672 | 92.4 |
| By Discretionary | ||
| Discretionary | 671 | 91.7 |
| Non-Discretionary | 1 | 0.7 |
| Total | 672 | 92.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 92.4 | |
| Total | 672 | 92.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001548432] |
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|---|---|---|
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MN | 0.1 |
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Browning Capital Management LLC
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0.1 | |
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FL | 0.1 |
|
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Asset Strategy Retirement Plan Consultants LLC
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