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Financial Consulting Associates
FINANCIAL CONSULTING ASSOCIATES is a state-registered investment adviser in MONTROSE, CO. The firm manages approximately $33 million in regulatory assets.
Overview
FINANCIAL CONSULTING ASSOCIATES is a state-registered investment adviser in MONTROSE, CO. The firm manages approximately $33 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
Who can invest with Financial Consulting Associates?
The firm structures its offerings as pooled investment vehicles for qualified purchasers, a regulatory category limited to individuals with at least $5 million in investable assets and institutions with at least $25 million. This threshold places the firm's client base firmly in the high-net-worth and institutional segment, excluding retail investors.
Why does the firm maintain such a low public profile?
Many investment advisers that rely on private placements and qualified purchaser exemptions avoid broad marketing to stay within regulatory safe harbors. A low profile also supports a relationship-driven capital-raising model, where the firm accesses capital through existing investor networks rather than public solicitations.
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