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Building 2FINANCIAL CONCEPTS UNLIMITED, INC.

Map pin
Phone866-444-5122
NotebookSEC #801-61345
Total AUM
$231.4M
Employees
3
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
866-444-5122

ReceiptFinancials

Total AUM
$231.4M
Accounts
664
Discretionary
$231.4M
Accounts
664
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$37M
HNW Individual Clients
68
AUM
$191.3M
Pension/Profit Sharing Plan Clients
1
AUM
$7.6K
Corporation or Business Clients
6
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALAMDMSNCNHTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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