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| Financial Counseling Inc
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|
|---|---|
| CRD # | 119969 |
| SEC # | 801-114518 |
| CIK # | 0001548432 |
| AUM | $94.8 MM (2023-03-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 937-748-8710 |
| Address | 582 N Main St Springboro, OH 45066 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 47.8 |
| (b) Individuals (high net worth individuals) | 20 | 40.7 |
| (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 | 5.2 |
| (h) Charitable organizations | 4 | 0.6 |
| (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 | 4 | 0.4 |
| Total | 755 | 94.8 |
| By Discretionary | ||
| Discretionary | 754 | 94.1 |
| Non-Discretionary | 1 | 0.7 |
| Total | 755 | 94.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 94.8 | |
| Total | 755 | 94.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001548432] |
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|---|---|---|
|
Seattle Wealth Management LLC
✚
|
WA | 0.1 |
|
Grimaldi Portfolio Solutions Inc
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NY | 0.1 |
|
LPK Investment Group LLP
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Base Management Co
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Integrated Wealthcare LLC
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Florida Financial Advisors LLC
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Kropog Financial Group LLC
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LA | 0.1 |
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Holdun Family Office LLC
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FL | 0.1 |
|
Peachcap Tax & Advisory LLC
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GA | 0.1 |
|
Buckley Investment Group LLC
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|
WA | 0.1 |