FINANCIAL COUNSELING, INC. - Financial Advisor in Ohio, Springboro

Tel: 937-748-8710 582 N. Main St. Springboro, Ohio 45066

About FINANCIAL COUNSELING, INC.

FINANCIAL COUNSELING, INC. is a Springboro, Ohio based financial advisory firm with nearly $90,070,000 in assets under management and provides investment advisory services for 693 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

119969

Firm SEC#:

801-114518

Assets Under Management:

$90,070,000

No. of Clients:

693

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Ohio, Springboro

FirmCRD#:287987

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No. of Advisors:11

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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