CRD: 114044
Financial Consulting Associates
Montrose, CO
9704174825
$33.1M Total AUM
$33.1M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
1200 Pearl Street, Suite 210 Boulder CO
About Financial Consulting Associates
Financial Consulting Associates is a Montrose-based RIA. The firm has been operating for 27 years. Managing $33.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$33.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
27.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Vector Horizon
Investment Themes
Frontier
Investment Vehicles
Legacy
Services
Catalyst Vital zenith Insight prime Foundation Pioneer Timber capital
Owner & Executives
No owner records available.
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Unlock allContacts
D
DANIEL MARK BERECK
Director
- CRD
- #1231992
(471) 227-5838
oak.crest@harborcapital.com
in linkedin.com/in/vector-quantum
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,116,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,116,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,116,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,293,381,966 | 100.0% |
| Total | $5,293,381,966 | 100.0% |