CRD: 296627
Financial Consulting Professionals, LLC
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-2018
- Office Locations
- 1
Office Locations
About Financial Consulting Professionals, LLC
Financial Consulting Professionals (Scottsdale, AZ) advises organizations on 401(k) retirement plans and provides financial coaching and financial planning for individuals. The firm also supports investment planning and portfolio construction, with experience using mutual funds and annuity/insurance solutions and an interest in socially responsible investing; works with TD Ameritrade as a custodian.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GEORGE LEWIS GROMBACHER
Financial Advisor, General Partner, President
- CRD
- #4434410
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,400,000 | -- |
| Total | $10,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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