Investment adviser · CRD 108743

FINANCIAL COUNSELING RESOURCES LLC

Investment adviser filing (IA)

LOS ALAMITOS, CA, United States · Form ADV filed Nov 18, 2011

Regulatory AUM
$18M
Form ADV · Item 5.F
Client accounts
70
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 18, 2011. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

4281 KATELLA AVENUE, SUITE 221
LOS ALAMITOS, CA, 90720, United States

CRD 108743

Filing source

Form ADV 591700 · Nov 18, 2011 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.