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FINANCIAL COUNSELING ASSOCIATES, INC
FINANCIAL COUNSELING ASSOCIATES, INC.
CRD 115123 · SEC 801-79159
CO, United States
Phone
720-272-4419
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$103.5M
Discretionary AUM
$96.8M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $30.9M |
| High net worth individuals | 22 | $66.0M |
| Pension/profit sharing plans | 1 | $6.7M |
States served
CO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD