FINANCIAL COUNCIL INC

Adviser information for FINANCIAL COUNCIL INC last updated from Form ADV on March 29th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Maryland, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 500

Services

Advisory Services Financial planningSelection of other advisers (including private fund managers)
Compensation NONE-INITIAL FINANCIAL PLANNING IS AT NO CHARGE

Identifiers

SEC RIA File Number 801-42792
SEC ERA File Number 801-42792
SEC CIK Numbers None
SEC CRD Numbers 110751
Legal Entity Identifier None

Principal Office

100 WEST ROAD
SUITE 504
TOWSON
MD
United States
Monday - Friday, 9:00A.M. - 5:00P.M.
Tel: 410-821-9200, Fax: 410-821-5040

Chief Compliance Officer

WILLIAM M. LEEB
PRESIDENT/CHIEF COMPLIANCE OFFICER
100 WEST ROAD
SUITE 504
TOWSON
MD
United States
Tel: 410-821-9200
Fax: 410-821-5040
(Full email address available in API data)

Industry Affiliates

FINANCIAL COUNCIL ASSET MANAGEMENT INC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LEEB, WILLIAM, MICHAEL Individual PRESIDENT/CHIEF COMPLIANCE OFFICER 08/2000 > 75%

No. Employees, Historic

1050202020212022202320241 on 3/23/20201 on 1/11/20211 on 3/29/20211 on 3/18/20221 on 3/29/2023