FINANCIAL COUNCIL, LLC

RIASEC RegisteredEst. 1996
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$812K
Accounts
1,565
Employees
21
Advisory reps
8

Firm details

Headquarters
TOWSON, Maryland
CRD number
110748
Registered since
February 26, 1996
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI87.92%
  • Individuals11.91%
  • Charitable Organizations0.17%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Financial Council, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since the mid-1990s. The firm bills itself as a fee-based investment manager that serves both individuals and families as well as institutional and business clients. Its advisory mandate is primarily discretionary portfolio management for individuals, small businesses and institutions, with fees charged as a percentage of assets under management. The firm does not identify as an ESG-focused manager, is not structured as a multi-state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 5%, Cash & Cash Equivalents 4%, State & Local Bonds 1%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents4%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • JEFFREY REYNOLDS

    Partner & Chief Administrative OfficerCRD 5547469

  • WILLIAM LEEB

    CEO and PartnerCRD 731563

Contacts

3 of 6

  • Lydia Durski

    Financial AdvisorCRD 6806701

  • JODI GREENLUND

    Co-OwnerCRD 4354261

  • Richard Tomaschefsky

    Financial AdvisorCRD 7063856

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 56

Active vs passive

$308M in ETFs

Passive

45%

$140M

Active

54%

$169M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF (CGGO)Capital GroupActiveGlobal Large Stock Growth$52M1,558,41016.88%
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Location

Primary office

TOWSON, MD

BALTIMORE

Location

TOWSON, MD

Headquartered in TOWSON, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
100 West Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth