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PRIVATE FINANCIAL COUNSELING

LOS ANGELES, CA · CRD 110648 · IAPD ↗ · 310-556-2055

$262.5MRegulatory AUM
3Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
February 2025 — PRIVATE FINANCIAL COUNSELING grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.