FINANCIAL CONCEPTS UNLIMITED, INC.

FINANCIAL CONCEPTS UNLIMITED, INC. of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 136880).

Registration

• CRD: 136880
• Type: Registered investment adviser
• Location: 4040 CIVIC CENTER DR, SAN RAFAEL, CA, 94903
• Phone: 415-461-1039
• Latest filing: 2026-07-10
• Clients: 1

Business model

Compensation: % of AUM, Hourly.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136880 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search