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Building 2FINANCIAL COUNSELING ASSOCIATES, INC

Map pin
Phone720-272-4419
NotebookSEC #801-79159
Total AUM
$103.5M
Employees
2
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM TO 5PM
Monday - Friday
Phone
720-272-4419
Other Offices
3

ReceiptFinancials

Total AUM
$103.5M
Accounts
126
Discretionary
$96.8M
Accounts
125
Non-Discretionary
$6.7M
Accounts
1

ContactClients

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Individual Clients
103
AUM
$30.9M
HNW Individual Clients
22
AUM
$66M
Pension/Profit Sharing Plan Clients
1
AUM
$6.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLTX

HandshakeAffiliates

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

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