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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-03-1994
- Office Locations
- 1
Office Locations
About Financial Concepts Unlimited, Inc.
Financial Concepts Unlimited is an investment advisory firm providing wealth management and financial planning, including estate and business planning, executive benefits and tax planning, and employee benefits/ESOP and insurance support. Portfolios are built with a risk-adjusted, research-driven approach and vetted through an investment committee. Serves retail and institutional clients; custody includes Charles Schwab; securities may be offered through Purshe Kaplan Sterling Investments (FINRA/SIPC).
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Owner & Executives
JOHN RUSSELL TAYLOR JR.
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4195320
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,359,976 | $348,434 |
| Non-Discretionary | $0 | -- |
| Total | $231,359,976 | $348,434 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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