FINANCIAL COUNSELING RESOURCES LLC

FINANCIAL COUNSELING RESOURCES LLC is an SEC-registered investment adviser (CRD 315883). Regulatory assets under management: $211.0M.

Registration

• CRD: 315883
• Type: Registered investment adviser
• Phone: 9494220336
• Latest filing: 2026-06-09
• Regulatory AUM: $211.0M
• Non-discretionary AUM: $211.0M
• Clients: 4
• Accounts: 94

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315883 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search