Private Financial Counseling

Overview

Private Financial Counseling is an independent registered investment adviser that has been SEC-registered since 1986 and operates as a corporation. The firm serves individuals, families and institutional clients and focuses on fee-based advice billed as a percentage of assets under management. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. According to regulatory filings the firm is owned by a combination of a domestic entity and an individual, lists a law firm among its industry affiliations, and does not operate as an in-house capital allocator or pension consultant. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices