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PRIVATE FINANCIAL COUNSELING
PFC CAPITAL GROUP INC
CRD 110648 · SEC 801-26253
1901 AVENUE OF THE STARS, 11TH FLOOR, LOS ANGELES, CA, 90067-6002, United States
Phone
310-556-2055
Fax
310-286-2324
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$262.5M
Discretionary AUM
$262.5M
Team
10 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-10-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $40.3M |
| High net worth individuals | 55 | $216.6M |
| Charitable organizations | 3 | $752K |
| Corporations/business entities | 12 | $306K |
States served
CA, NH
Official SEC filing: View on IAPD