RIA Intelligence

PFC CAPITAL GROUP INC

Legal name: PRIVATE FINANCIAL COUNSELING

CRD #110648 SEC #801-26253 LOS ANGELES, CA 310-556-2055
SEC Registered
Total AUM
$262.5M
Discretionary
$262.5M
Employees
10
Clients
1
Accounts
382

AUM Over Time

DateOct 2025
Total AUM$262.5M
Discretionary$262.5M
Non-Disc.$0
Employees10
Clients0
DateJan 2025
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees10
Clients0
DateOct 2024
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees8
Clients0
DateDec 2023
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$212.2M
Discretionary$212.2M
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$208.5M
Discretionary$208.5M
Non-Disc.$0
Employees7
Clients10
DateApr 2022
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees7
Clients10
DateOct 2021
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees7
Clients10
DateOct 2020
Total AUM$201.8M
Discretionary$201.8M
Non-Disc.$0
Employees6
Clients597
DateJun 2020
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees6
Clients597
DateOct 2019
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees6
Clients597
DateOct 2018
Total AUM$161.7M
Discretionary$161.7M
Non-Disc.$0
Employees6
Clients597
DateAug 2017
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees6
Clients200
DateOct 2016
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees6
Clients200
DateOct 2015
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees6
Clients200
DateOct 2014
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees6
Clients200
DateOct 2013
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees6
Clients200
DateOct 2012
Total AUM$134.6M
Discretionary$134.6M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$136.6M
Discretionary$136.6M
Non-Disc.$0
Employees1
Clients205
DateOct 2010
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$119.5M
Discretionary$109.3M
Non-Disc.$10.2M
Employees5
Clients--
DateOct 2005
Total AUM$135.7M
Discretionary$100.7M
Non-Disc.$35M
Employees5
Clients--
DateSep 2005
Total AUM$121.8M
Discretionary$87.5M
Non-Disc.$34.3M
Employees5
Clients--
DateMay 2004
Total AUM$95M
Discretionary$75M
Non-Disc.$20M
Employees5
Clients--
DateOct 2003
Total AUM$95M
Discretionary$75M
Non-Disc.$20M
Employees5
Clients--
DateMay 2002
Total AUM$84M
Discretionary$59M
Non-Disc.$25M
Employees5
Clients--