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Financial Counseling, Inc.
FINANCIAL COUNSELING, INC. is an SEC-registered investment adviser in SPRINGBORO, OH, registered since 2019. The firm manages $100 million in assets, $99...
Overview
FINANCIAL COUNSELING, INC. is an SEC-registered investment adviser in SPRINGBORO, OH, registered since 2019. The firm manages $100 million in assets, $99 million on a discretionary basis. It employs 3 employees and 3 investment advisers.
General information
Frequently asked questions
Is Financial Counseling, Inc. related to any larger financial institution?
No public information connects Financial Counseling, Inc. to a parent company or affiliate. The firm's independent status is suggested by its lack of corporate references. Without any ownership disclosures, potential relationships remain speculative. No spinouts or affiliated entities have been identified.
How does Financial Counseling, Inc. source proprietary deal flow?
Financial Counseling, Inc. has not demonstrated any proprietary deal flow. The firm's deal sourcing methods are not documented in any public source. Given the absence of investment activity, it is unlikely the firm engages in sourcing at all. No co-investment or syndicate participation has been recorded.
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