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FINANCIAL COUNCIL, LLC
CRD 110748 · SEC 801-51360
100 WEST ROAD, SUITE 500, TOWSON, MD, 21204, United States
Phone
410-821-9200
Fax
410-821-5040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.27B
Discretionary AUM
$1.27B
Team
21 total employees; 10 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 305 | $151.3M |
| High net worth individuals | 343 | $1.12B |
| Charitable organizations | 1 | $2.2M |
States served
CA, CO, DE, DC, MD, MA, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD