Private Financial Counseling

Private Financial Counseling (CRD# 110648) is a financial advisory firm headquartered in Los Angeles, CA. They manage $212,242,213 in 441 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1901 Avenue Of The Stars, 11th Floor, Los Angeles, CA 90067
By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $481,275
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH

Financial Advisors at Private Financial Counseling
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Scherer, financial advisor Los Angeles CA
Stephen E. Scherer
CRD#: 4390218
1901 Avenue Of The Stars, 11th Fl., Los Angeles, CA 90067

Stephen Scherer (CRD# 4390218) is an Investment Advisor Representative working at Private Financial Counseling in Los Angeles, CA and has 1 year 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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