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RIA · CRD 305073State-Registered Investment Adviser

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Billfold Budget Counseling

BILLFOLD BUDGET COUNSELING is a state-registered investment adviser in SHERMAN OAKS, CA. The firm has 1 employee and 1 investment adviser. It is based in...

Overview

BILLFOLD BUDGET COUNSELING is a state-registered investment adviser in SHERMAN OAKS, CA. The firm has 1 employee and 1 investment adviser. It is based in SHERMAN OAKS, CA.

General information

Frequently asked questions

Who runs investment decisions at Billfold Budget Counseling?

No named investment principals have been identified for Billfold Budget Counseling. The firm does not publicly disclose leadership or investment professionals.

What assets does Billfold Budget Counseling manage?

Billfold Budget Counseling does not report AUM. Its disclosed activity — if any — centers on personal budgeting advice, not capital management. No investment portfolio has been documented.

Does Billfold Budget Counseling make direct investments or fund commitments?

There is no public evidence that Billfold Budget Counseling engages in direct investments, fund commitments, or any form of institutional capital deployment.

Where is Billfold Budget Counseling located?

No headquarters address or city has been publicly confirmed for Billfold Budget Counseling. The entity does not list an office location in any standard directory.

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