# Private Financial Counseling

Private Financial Counseling is a Bank / Wealth / Trust based in Los Angeles, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** privatefinancialcounseling.com
- **LinkedIn:** linkedin.com/company/private-financial-counseling

## Regulatory record

- **CRD number:** 110648
- **SEC file number:** 801-26253
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110648

## About

Private Financial Counseling is an SEC-registered investment adviser in Los Angeles, CA, established in 1986. The firm manages $262 million in regulatory assets. It employs 10 people, including 3 investment advisers.

## Questions

### Who runs investment decisions and portfolio construction?

The firm's investment adviser representatives, named in its SEC Form ADV filings, manage portfolio construction as a collective. Because Private Financial Counseling does not manufacture its own financial products, the investment committee selects third-party asset managers and individual securities. Final asset allocation and manager selection authority rests with the senior principals identified in the firm's regulatory disclosures.

### How is the firm related to any bank, broker-dealer, or trust company?

As a registered investment adviser, Private Financial Counseling is operationally independent from any bank or broker-dealer — it is not a division of a larger financial conglomerate. The firm coordinates with external trust companies and estate attorneys for client needs that extend beyond its advisory mandate, but it has no affiliated trust bank or proprietary custody platform.

## Related profiles

- [Private Family Wealth Advisors](https://altss.com/profile/private-family-wealth-advisors)
- [Private Portfolio Partners](https://altss.com/profile/private-portfolio-partners-ppp)

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Last updated: 2026-06-03T20:00:00.000Z

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