Financial Counseling Associates, Inc
Financial Counseling Associates, Inc is an SEC-registered mass-market adviser with $103.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Financial Counseling Associates, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115123, SEC 801-79159, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $103.5M (2026-02-04)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 126
- CRD
- 115123
- Ownership
- KOPEL, JOHN, JOSEPH; RILLOS, MATTHEW, JOSEPH; RILLOS, JOSEPH, LOUIS; Mathews, Erica, Ann
How much AUM does Financial Counseling Associates, Inc have?
Financial Counseling Associates, Inc reported $103.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Financial Counseling Associates, Inc?
Disclosed owners and executives of Financial Counseling Associates, Inc include KOPEL, JOHN, JOSEPH, RILLOS, MATTHEW, JOSEPH, RILLOS, JOSEPH, LOUIS, Mathews, Erica, Ann. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.