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FINANCIAL COUNSELING RESOURCES LLC
LOS ALAMITOS, CA
714-236-8290
SEC #801-57674Total AUM
$18M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4281 KATELLA AVENUE
SUITE 221
LOS ALAMITOS
CA 90720
United States
SUITE 221
LOS ALAMITOS
CA 90720
United States
Operating Hours
8AM -5PM
Monday - Friday
Monday - Friday
Phone
714-236-8290
Financials
Total AUM
$18M
Accounts
70Discretionary
$0
Accounts
0Non-Discretionary
$18M
Accounts
70
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.