Financial Counsel Inc (Calabasas)

Name: Financial Counsel Inc
Address: 23564 Calabasas Rd 206, Calabasas, CA, 91302 1339
Telephone: 818-222-4773

Financial Counsel Inc is a large advisory firm based in Calabasas. It manages $53.86 million of regulatory assets for 206 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.

Financial Counsel provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Counsel: assets under management

The assets under management (AUM) of Financial Counsel Inc is $53.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $261.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Counsel Inc for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Financial Counsel Inc

Alan Blum Ungar has been acting as President since 1 Nov 1980. Kathleen Lankford Morgan joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan Blum Ungar	President	1 Nov 1980	75% - 100%	702914
Mark Takeshi Sakanashi	Vice president	1 Nov 1998	Other	1009273
Kathleen Lankford Morgan	Vice president	1 Jul 2004	Other	5033269

Based in Calabasas

The principal office where Financial Counsel Inc performs its advisory services is located at 23564 Calabasas Rd 206, Calabasas, CA 91302 1339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-222-4773 or by fax 818-591-8913. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.financialcounselinc.com.