P
CRD: 110648
Private Financial Counseling
LOS Angeles, CA, 90067
3105562055
$262.5M Total AUM
$262.5M Disc. AUM
8.0% 3Y CAGR
10 Employees
254 ADV. Clients
40 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-06-1986
- Office Locations
- 1
Office Locations
1901 Avenue OF THE Stars, 11th Fl. LOS Angeles CA
About Private Financial Counseling
Private Financial Counseling is a LOS Angeles-based RIA. The firm has been operating for 40 years. Managing $262.5M in total assets under management, with 3 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
29 AVG AGE
$87.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
17.6 yrs AVG TENURE
10 Employees
3 Advisory Reps
3 RIA Reps
40yrs Firm Age
Insights
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Asset Classes
Oak Value zenith Quantum quantum Harbor Peak Catalyst element Frontier
Investment Themes
Prime Pathway Foundation summit
Investment Vehicles
Summit Zenith
Services
Value Peak catalyst Meridian alpha North
Owner & Executives
C
CHRISTOPHER THOMAS BRADFORD
Chief Compliance Officer, Vice President
- CRD
- --
- Ownership
- Less than 5%
(206) 643-3143
timber.frontier@frontiercapital.com
in linkedin.com/in/wave-insight
S
STEPHEN EUGENE SCHERER MR.
President
- CRD
- #4390218
- Ownership
- Less than 5%
(857) 223-7723
fusion.zenith@legacycapital.com
in linkedin.com/in/crest-delta
Showing 2 of 2 owners & executives
Unlock allContacts
Joseph Malhas
Chief Compliance Officer, PRINCIPAL
- CRD
- #6443454
(596) 308-8337
prime.crest@vectorcapital.com
in linkedin.com/in/meridian-wave
Timothy Streufert
PRINCIPAL
- CRD
- #6951858
(847) 500-1391
signal.harbor@crestcapital.com
in linkedin.com/in/unison-beacon
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,457,567 | $687,062 |
| Non-Discretionary | $0 | -- |
| Total | $262,457,567 | $687,062 |
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Separately Managed Accounts
Total SMA Asset: $262,457,567
Equity - Exchange:
19.2% Public Funds:
36.8% Cash:
23.0% Municipal Bonds:
11.6% U.S. Government/Agency:
9.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,579,619,242 | 19.2% |
| Public Funds | $3,027,603,546 | 36.8% |
| Cash | $1,892,252,217 | 23.0% |
| Municipal Bonds | $954,353,292 | 11.6% |
| U.S. Government/Agency | $773,355,253 | 9.4% |
| Total | $8,227,183,550 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON MATRIX | QUANTUM VITAL | IJ9RMMF6L | LPIS | 10.75% | $16,961,704 |
| INSIGHT SUMMIT EAGLE | GLACIER HARBOR | 8F7QGKKPO | YAJQQ | 5.68% | $36,974,242 |
| VERTEX PRIME | SIGNAL DELTA | RY8NCH927 | DRLDF | 4.73% | $13,242,438 |
| INSIGHT GLACIER | FRONTIER VALUE | CFRREAXTX | VZMPC | 0.82% | $118,864,106 |
| NORTH MATRIX EMBER | UNISON MOMENTUM | HPS7QBERU | OIIBY | 8.87% | $27,799,410 |
| CATALYST SIGNAL | PATHWAY MOMENTUM | T6ZS2JU08 | AFAV | 10.25% | $108,396,886 |
| OAK ATLAS OAK | CATALYST HARBOR | 9FMFBSBHB | ECPDH | 3.18% | $114,362,809 |
| ZENITH UNISON | OPTIMA MERIDIAN | PENT4JZKZ | WUT | 8.36% | $12,970,116 |