Private Financial Counseling
Private Financial Counseling is an SEC-registered wealth manager in Los Angeles, CA with $262.5M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Private Financial Counseling: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110648, SEC 801-26253, data through 2025-10-28.
- AUM (assets under management / regulatory AUM)
- $262.5M (2025-10-28)
- Firm type
- Wealth Manager
- Location
- Los Angeles, CA
- Employees
- 10
- Clients
- 254
- CRD
- 110648
- Ownership
- MOJICA, BELINDA, C.; SCHERER, STEPHEN, E.; BRADFORD, CHRISTOPHER, T.; RABEN, INC.; SCHERER, STEPHEN, EUGENE
How much AUM does Private Financial Counseling have?
Private Financial Counseling reported $262.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-10-28).
Who owns Private Financial Counseling?
Disclosed owners and executives of Private Financial Counseling include MOJICA, BELINDA, C., SCHERER, STEPHEN, E., BRADFORD, CHRISTOPHER, T., RABEN, INC., SCHERER, STEPHEN, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.