LOS ANGELES, CACRD 110648Latest ADV October 28, 2025
Private Financial Counseling is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated October 28, 2025, reports $262M in regulatory assets under management, 10 employees, and 382 accounts.
Assets Under Management
$262M
Employees
10
Offices
--
Total Clients
254
Primary office
LOS ANGELES, CA
1901 AVENUE OF THE STARS, 11TH FLOOR, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
181
2
HNWI
21.7%
55
3
Corporations
4.7%
12
4
Charitable
1.2%
3
5
FAMILY PARTNERSHIPS
1.2%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$262Mas of October 28, 2025
Discretionary100.0%
$262M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$262M
Total Accounts382
10Y AUM Change+$104M (+65.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee25:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.