PRIVATE FINANCIAL COUNSELING

1901 Avenue Of The Stars
11th Floor
Los Angeles, California 90067-6002
Tel: 310-556-2055

About PRIVATE FINANCIAL COUNSELING

PRIVATE FINANCIAL COUNSELING, formally registered with the SEC as PRIVATE FINANCIAL COUNSELING. The firm was established in 02/06/1986. They have over 1 offices throughout the country.

PRIVATE FINANCIAL COUNSELING is a Los Angeles, California based Financial Planning firm with nearly $243,356,127 assets under management, offering retirement planning & investment advisory services to 412 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110648
SEC#	801-26253
Assets Managed by Firm	$243,356,127
No. of Clients	412
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	412	$243,356,127
Individuals (other than high net worth individuals)	225	$42,673,058
High net worth individuals	51	$194,824,156
Charitable organizations	3	$473,715
Corporations or other businesses	14	$938,278

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