Financial Counseling Resources LLC

RIAState Registered

Total AUM

$211M

Discretionary

0% of AUM

Avg account

$2.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 315883
Custodians: CHARLES SCHWAB & CO., INC., PAYCHEX SECURITIES CORPORATION, TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans96.39%
Individuals2.69%
HNWI0.92%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Financial Counseling Resources LLC is a limited liability company operating as an institutional registered investment adviser and a capital allocator. The firm serves both individual/family and institutional clients, offering portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. It lists an industry affiliation with an insurance company, which is consistent with its use of insurance-linked products in client solutions.