FINANCIAL COUNSELING, INC.
Total AUM
$36M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
582 N. MAIN ST.
SPRINGBORO
OH 45066
United States
SPRINGBORO
OH 45066
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
937-748-8710
Financials
Total AUM
$36M
Accounts
525Discretionary
$36M
Accounts
525Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ACTIVE INVESTMENT MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OH
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.