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FINANCIAL COUNSELING, INC.
Tel: 937-748-8710
582 N. Main St. Springboro, Ohio 45066
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
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
Firm CRD#:
119969
SEC#:
801-114518
No. of Clients:
693
Assets under Management
$90,070,000
No. of Advisors:
2
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