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Financial Counseling Associates, Inc.

● SEC registered since 2014CRD 115123SEC# 801-79159
Export (members)
Reg. AUM
$92.1M
Employees
2
Accounts
129
Location
—

Financial Counseling Associates, Inc. assets under management

Financial Counseling Associates, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2014. It reports $92.1 million in regulatory assets under management and employs 2 people.
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Financial Counseling Associates, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Erica Ann Mathews ControlChief Compliance OfficerUnder 5%2024
John Joseph Kopel ControlOwnerOver 75%1993

Frequently asked questions

How much does Financial Counseling Associates, Inc. manage?

Financial Counseling Associates, Inc. reports $92.1 million in regulatory assets under management on its Form ADV.

How many employees does Financial Counseling Associates, Inc. have?

Financial Counseling Associates, Inc. reports 2 employees.

Does Financial Counseling Associates, Inc. disclose fund performance?

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

Contact & registration

Phone720-272-4419
Office hours9 a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$86.4M
Non-discretionary$5.7M
Total (RAUM)$92.1M