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Financial Concepts Unlimited, Inc.

● SEC registered since 2002CRD 118641SEC# 801-61345
Export (members)
Reg. AUM
$189.8M
Employees
4
Accounts
708
Location
—

Financial Concepts Unlimited, Inc. assets under management

Financial Concepts Unlimited, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2002. It reports $189.8 million in regulatory assets under management and employs 4 people.
www.fcuinc.comView on SEC.gov ↗

Financial Concepts Unlimited, Inc. owners & executives

1 reported
NameTitleOwnershipSince
John Russell Taylor ControlCeo, Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Financial Concepts Unlimited, Inc. manage?

Financial Concepts Unlimited, Inc. reports $189.8 million in regulatory assets under management on its Form ADV.

How many employees does Financial Concepts Unlimited, Inc. have?

Financial Concepts Unlimited, Inc. reports 4 employees.

Does Financial Concepts Unlimited, Inc. disclose fund performance?

Financial Concepts Unlimited, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone866-444-5122
Fax301-315-6343
Office hours9:00a.m.-5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$189.8M
Non-discretionary$0
Total (RAUM)$189.8M