FINANCIAL COUNSELING RESOURCES LLC
CRD #108743 SEC #801-57674 LOS ALAMITOS, CA 714-236-8290
SEC Registered
Total AUM
$18M
Discretionary
$0
Employees
1
Clients
0
Accounts
70
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2011 | $18M | $0 | $18M | 1 | 26 |
| Nov 2011 | $18M | $0 | $18M | 1 | 26 |
| Aug 2011 | $18M | $0 | $18M | 5 | -- |
| Aug 2010 | $16.3M | $0 | $16.3M | 5 | -- |
| Apr 2009 | $13.5M | $0 | $13.5M | 5 | -- |
| Apr 2007 | $30.4M | $0 | $30.4M | 5 | -- |
| Sep 2005 | $40.5M | $0 | $40.5M | 5 | -- |
| Sep 2005 | $38.8M | $0 | $38.8M | 5 | -- |
| Mar 2004 | $38.8M | $0 | $38.8M | 5 | -- |
DateNov 2011
Total AUM$18M
Discretionary$0
Non-Disc.$18M
Employees1
Clients26
DateNov 2011
Total AUM$18M
Discretionary$0
Non-Disc.$18M
Employees1
Clients26
DateAug 2011
Total AUM$18M
Discretionary$0
Non-Disc.$18M
Employees5
Clients--
DateAug 2010
Total AUM$16.3M
Discretionary$0
Non-Disc.$16.3M
Employees5
Clients--
DateApr 2009
Total AUM$13.5M
Discretionary$0
Non-Disc.$13.5M
Employees5
Clients--
DateApr 2007
Total AUM$30.4M
Discretionary$0
Non-Disc.$30.4M
Employees5
Clients--
DateSep 2005
Total AUM$40.5M
Discretionary$0
Non-Disc.$40.5M
Employees5
Clients--
DateSep 2005
Total AUM$38.8M
Discretionary$0
Non-Disc.$38.8M
Employees5
Clients--
DateMar 2004
Total AUM$38.8M
Discretionary$0
Non-Disc.$38.8M
Employees5
Clients--