ASSETCOUNSELORS COM LLC
Legal name: AMERICAN FINANCIAL COUNSELORS LLC
CRD #108104 SEC #801-57085 DALLAS, TX 972-233-3367
SEC Registered
Total AUM
$939K
Discretionary
$933.9K
Employees
5
Clients
0
Accounts
17
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAMS, BENJAMIN, GEORGE | I | MEMBER | NA | Control |
| ADAMS, BENJAMIN, GEORGE | I | MEMBER | NA | Control |
| BIRCH, WILLIAM, DUNHAM | I | MEMBER | NA | Control |
| BIRCH, WILLIAM, DUNHAM | I | MEMBER | NA | Control |
| FROST, SCOTT, MICHAEL | I | MANAGING MEMBER | NA | Control |
| FROST, SCOTT, MICHAEL | I | MANAGING MEMBER | NA | Control |
| SIMMONS, RONALD, ELLIS | I | MANAGING MEMBER | NA | |
| SIMMONS, RONALD, ELLIS | I | MANAGING MEMBER | NA | |
| SZCZEPANIK, S, RICHARD | I | MEMBER | NA | Control |
| SZCZEPANIK, S, RICHARD | I | MEMBER | NA | Control |
| RETIREMENT ADVISORS OF AMERICA, INC. | DE | PARENT COMPANY | E | Control |
| RETIREMENT ADVISORS OF AMERICA, INC. | DE | PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ADAMS, BENJAMIN, GEORGE | I | GEOMETRY GROUP INC. | F | Control |
| ADAMS, BENJAMIN, GEORGE | I | GEOMETRY GROUP INC. | F | Control |
| FROST, SCOTT, MICHAEL | I | RETIREMENT ADVISORS OF AMERICA, INC. | F | Control |
| FROST, SCOTT, MICHAEL | I | RETIREMENT ADVISORS OF AMERICA, INC. | F | Control |
| PRENDERGAST, JEFFREY, THOMAS | I | RETIREMENT ADVISORS OF AMERICA, INC. | F | |
| PRENDERGAST, JEFFREY, THOMAS | I | RETIREMENT ADVISORS OF AMERICA, INC. | F | |
| BIRCH, WILLIAM, DUNHAM | I | GEOMETRY GROUP INC. | D | Control |
| BIRCH, WILLIAM, DUNHAM | I | GEOMETRY GROUP INC. | D | Control |
| GEOMETRY GROUP, INC. | DE | RETIREMENT ADVISORS OF AMERICA, INC. | D | Control |
| GEOMETRY GROUP, INC. | DE | RETIREMENT ADVISORS OF AMERICA, INC. | D | Control |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY GROUP INC | D | |
| LEWIS, JAMES, WILLIAM | I | GEOMETRY GROUP INC | D | |
| SZCZEPANIK, S, RICHARD | I | RETIREMENT ADVISORS OF AMERICA, INC. | C | Control |
| SZCZEPANIK, S, RICHARD | I | RETIREMENT ADVISORS OF AMERICA, INC. | C | Control |
Registrations
Federal
IA
Mar 13, 2002 REGISTERED
Notice Filings (3)
LA OK TX
Address
13155 NOEL ROADSUITE 1800
DALLAS, TX 75240
USA
Phone: 972-233-3367