RIA Intelligence

FINANCIAL COUNCIL, LLC

CRD #110748 SEC #801-51360 TOWSON, MD 410-821-9200
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
21
Clients
--
Accounts
1,502

Firm Details

Organization Type
Limited Liability Company
State of Formation
Maryland
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TRAUB, MARK, KIMBERLEYIV.P./C.O.O./CHIEF COMPLIANCE OFFICERNA Control
LEEB, WILLIAM, MICHAELIPRESIDENT, CEO, CIO, CCOE Control
LEEB, WILLIAM, MICHAELIPRESIDENT, CEO, CIO, CCOE Control
LEEB, WILLIAM, MICHAELIPRESIDENT, CEO, CIO, CCOE Control
LEEB, WILLIAM, MICHAELIPRESIDENT, CEO, CIO, CCOE Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERD Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERD Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERD Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERD Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERD Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERD Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERD Control
GREENLUND, JODI, LOUISEISR. CLIENT SERVICE LIAISON, CO-OWNERC
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
LEEB, WILLIAM, MICHAELIPRESIDENT/C.I.O.- CO/OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CCO /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. / CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. / CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. / CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
TRAUB, MARK, KIMBERLEYIV.P./C.O.O. /CHIEF COMPLIANCE OFFICER /CO-OWNERC Control
GREENLUND, JODI, LOUISEICOOA
GREENLUND, JODI, LOUISEICOOA
GREENLUND, JODI, LOUISEICOOA
GREENLUND, JODI, LOUISEICOOA
REYNOLDS, JEFFREY, ROBERTICO-CFOA Control
REYNOLDS, JEFFREY, ROBERTICO-CFOA Control
REYNOLDS, JEFFREY, ROBERTICO-CFOA Control
REYNOLDS, JEFFREY, ROBERTICO-CFOA Control
TRAVIS, DAVID, RAYMONDICO-CFOA Control
TRAVIS, DAVID, RAYMONDICO-CFOA Control
TRAVIS, DAVID, RAYMONDICO-CFOA Control
TRAVIS, DAVID, RAYMONDICO-CFOA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C
LEEB, HOWARD, WILLIAMIFINANCIAL COUNCIL ASSET MANAGEMENT, INC.C

Registrations

Federal

IA
Sep 5, 2025 REGISTERED

Notice Filings (14)

CA CO DC DE FL MA MD NC NH NY PA SC TX VA

Address

100 WEST ROAD
SUITE 504
TOWSON, MD 21204
United States
Phone: 410-821-9200