F
CRD: 113828
Financial Counsel, LLC
Surprise, AZ
6232154492
$57.1M Total AUM
$53.5M Disc. AUM
-- 3Y CAGR
1 Employees
112 ADV. Clients
25 yrs Firm Age
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- Custodian
- American Funds · Principal · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-22-2001
- Office Locations
- 1
Office Locations
-- Surprise AZ
About Financial Counsel, LLC
Financial Counsel, LLC is a Surprise-based RIA. The firm has been operating for 25 years. Managing $57.1M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Principal. Services offered include 529 Plans, Asset Management, Estate Planning.
Team overview
-- AVG AGE
$57.1M AVG AUM / ADVISOR
$509.4K AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Pathway
Investment Themes
Zenith fusion
Investment Vehicles
Catalyst quantum
Services
Insight pioneer North Element wave Meridian insight Vertex zenith Peak Oak
Owner & Executives
TODD ERIC DOWNING
Advisor, President
- CRD
- #1527879
- Ownership
- 75% or more
(704) 387-8138
radial.capital@catalystcapital.com
in linkedin.com/in/zenith-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,496,299 | -- |
| Non-Discretionary | $3,554,242 | -- |
| Total | $57,050,541 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,050,541
Public Funds:
23.1% Equity - Exchange:
50.2% Cash:
26.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,532,087,239 | 23.1% |
| Equity - Exchange | $3,329,470,969 | 50.2% |
| Cash | $1,770,854,081 | 26.7% |
| Total | $6,632,412,289 | 100.0% |