RIA Intel›Advisers›California›PERSONAL FINANCIAL CONSULTANTS, INC.

PERSONAL FINANCIAL CONSULTANTS, INC.

Advisory

N·LAFAYETTE, CA

Data as of Mar 8, 2019 · Source: SEC Form ADV

Total AUM
$196M
1-Year AUM Growth
-3.8%
3-Year CAGR
+3.4%
Employees
3
Assets Under Management
Total AUM$196M
Discretionary AUM$196M
Non-Discretionary AUM$211K
Discretionary %99.9%
Total Clients—
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingMar 28, 2012
Latest FilingMar 8, 2019
🔒 Full AUM trend chart and 12 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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