FINANCIAL COUNSELING ASSOCIATES, INC. is an SEC-registered investment adviser (CRD 115123). Regulatory assets under management: $103.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| John Joseph Kopel | OWNER | — |
| Erica Ann Mathews | CHIEF COMPLIANCE OFFICER | — |
| MATHEWS KATHRYNE ANN | CHIEF COMPLIANCE OFFICER | — |
| RILLOS JOSEPH LOUIS | PRESIDENT | — |
| KOPEL JOHN JOSEPH | OWNER; VICE-PRESIDENT | — |
| RILLOS MATTHEW JOSEPH | CCO; CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| AURORA | CO | 1 | 866-322-2728 |
| — | — | 1 | 866-322-2728 |
| — | — | 1 | 720-272-4419 |
| AURORA | CO | 1 | 866-322-2728 |
| — | — | 1 | 866-322-2728 |
| — | — | 1 | 720-272-4419 |