FINANCIAL CONSULTING PROFESSIONALS, LLC

RIASEC Registered

Total AUM

$10.4M

Discretionary

0% of AUM

Avg account

$743K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 296627
Website: financialconsultingprofessionals.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans96.15%
Individuals3.85%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Financial Consulting Professionals, LLC operates as a limited liability company focused on providing a range of financial advisory services. The firm primarily caters to institutional clients and offers services such as financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is classified as a capital allocator, indicating its role in directing investments to various asset managers. Financial Consulting Professionals, LLC does not engage in active ESG investing and does not operate as a multi-state adviser.