FINANCIAL COUNSELING ASSOCIATES, INC.
DBA: FINANCIAL COUNSELING ASSOCIATES, INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $103.5M |
| Discretionary | $96.8M94% of AUM |
| Non-Discretionary | $6.7M |
| Client Accounts | 126 |
| Avg Account Size | $822K |
| Employees | 2 |
| Peak AUM | $303.0MMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $104M | +12.4% | 25.4% | 15.6% | |
| Discretionary AUM | $97M | ||||
Key Metrics
| Total AUM | $103.5M |
| Discretionary | $96.8M |
| Employees | 2 |
| Client Accounts | 126 |
| Client Range | 101-250 |
Contact & Location
Phone
720-272-4419
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$97M
93.6% of AUM
Non-Discretionary
$7M
6.4% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported