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FINANCIAL CONSULTING ASSOCIATES

BERECK, DANIEL MARK

CRD 114044

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$33.1M

Discretionary AUM

$33.1M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-12

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals28$33.1M

Official SEC filing: View on IAPD