F
CRD: 315883
Financial Counseling Resources LLC
Laguna Niguel, CA
9494220336
$211.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
94 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2020
- Office Locations
- 1
Office Locations
-- Laguna Niguel CA
About Financial Counseling Resources LLC
Financial Counseling Resources LLC is a Laguna Niguel-based RIA. The firm has been operating for 6 years. Managing $211.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Insurance.
Team overview
37 AVG AGE
$105.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
5.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Pioneer
Client Personas
Capital
Investment Themes
Focus insight
Investment Vehicles
Catalyst pathway Crest zenith
Platform
Summit glacier
Services
Zenith Quantum timber
Owner & Executives
P
PETER FRESKA
Advisor, Managing Member, Partner
- CRD
- --
- Ownership
- 25% but less than 50%
(741) 392-2121
vertex.quantum@catalystcapital.com
in linkedin.com/in/insight-alpha
A
ADAM BRIAN HIMELSON
Chief Compliance Officer, Managing Member
- CRD
- #5591825
- Ownership
- 25% but less than 50%
(504) 558-4418
prime.summit@quantumcapital.com
in linkedin.com/in/signal-atlas
G
Glacier oak
Foundation oak north
- CRD
- #78067
- Ownership
- 41.8%
(632) 328-4942
beacon.meridian@vertexcapital.com
in linkedin.com/in/wave-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $211,012,500 | -- |
| Total | $211,012,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $211,012,500
Private Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $2,477,174,467 | 100.0% |
| Total | $2,477,174,467 | 100.0% |