Financial Concepts Unlimited, Inc.
Financial Concepts Unlimited, Inc. is an SEC-registered wealth manager with $231.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Financial Concepts Unlimited, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118641, SEC 801-61345, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $231.4M (2026-03-29)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 198
- CRD
- 118641
- Ownership
- TAYLOR, JOHN, RUSSELL; ZUKERGOOD, MATTHEW, RICHARD; RAFEI, KEYVAN
How much AUM does Financial Concepts Unlimited, Inc. have?
Financial Concepts Unlimited, Inc. reported $231.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Financial Concepts Unlimited, Inc.?
Disclosed owners and executives of Financial Concepts Unlimited, Inc. include TAYLOR, JOHN, RUSSELL, ZUKERGOOD, MATTHEW, RICHARD, RAFEI, KEYVAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.