| Name | Title | Ownership | Since |
|---|---|---|---|
| David Raymond Travis Control | Co-Cfo | 5-10% | 2024 |
| Jeffrey Robert Reynolds Control | Co-Cfo | 5-10% | 2024 |
| Jodi Louise Greenlund | Coo | 5-10% | 2022 |
Financial Council, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Financial Council, LLC reports 21 employees.
Financial Council, LLC is based in Towson, MD and has been SEC-registered since 1996.
Financial Council, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 West Road, Suite 504, Towson, MD 21204 |
| Phone | 410-821-9200 |
| Fax | 410-821-5040 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1883629 |
| Discloses disciplinary history | No |
| Discretionary | $1.1B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.1B |