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FINANCIAL CONCEPTS UNLIMITED, INC.
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$189.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 189.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 118641 |
| SEC Number | 801-61345 |
| Phone | 866-444-5122 |
| Fax | 301-315-6343 |
| Total Employees | 4 |
Client Count by Type (205 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 146 |
| High Net Worth Individual… | 50 |
| Corporations/Businesses | 8 |
| Pension/Profit Sharing Pl… | 1 |
County data not available for this organization.