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
Financial Counseling Resources LLC
By the Numbers
-
Total Assets Under Management79MILLION
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Total Number of Accounts70ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Financial Counseling Resources LLC
1
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 (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.
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