FINANCIAL COUNCIL, LLC

100 West Road
Suite 504
Towson, Maryland 21204
Tel: 410-821-9200

About FINANCIAL COUNCIL, LLC

FINANCIAL COUNCIL, LLC, formally registered with the SEC as FINANCIAL COUNCIL, LLC. The firm was established in 02/26/1996. They have over 1 offices throughout the country.

FINANCIAL COUNCIL, LLC is a Towson, Maryland based Financial Planning firm with nearly $959,418,000 assets under management, offering retirement planning & investment advisory services to 1456 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110748
SEC#	801-51360
Assets Managed by Firm	$959,418,000
No. of Clients	1456
No. of Advisors	15

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1456	$959,418,000
Individuals (other than high net worth individuals)	711	$171,895,000
High net worth individuals	745	$787,523,000

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