Financial Counseling Resources LLC

Financial Counseling Resources LLC (CRD# 315883) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $79,261,852 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3 Polaris Way, 4th Floor, Aliso Viejo, CA 92656
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $1,132,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Counseling Resources LLC
Showing 1 - 2 of 2 top financial advisors.
1
Adam Himelson, financial advisor Aliso Viejo CA
Adam B. Himelson
CRD#: 5591825
3 Polaris Way, 4th Floor, Aliso Viejo, CA 92656

Adam Himelson (CRD# 5591825) is an Investment Advisor Representative working at Financial Counseling Resources LLC in Aliso Viejo, CA and has over 6 years of experience in the finance industry.

2
James Hurst, financial advisor Aliso Viejo CA
James E. Hurst
CRD#: 253791
3 Polaris Way, 4th Floor, Aliso Viejo, CA 92656

James Hurst (CRD# 253791) is an Investment Advisor Representative working at Financial Counseling Resources LLC in Aliso Viejo, CA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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