Private Financial Counseling
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 110648
- SEC number
- 801-26253
- Firm type
- RIA
- Assets under management
- $262.5M as of Oct 28, 2025
- Website
- Not yet retrieved from the source record
- Phone
- 310-556-2055
- Address
- 1901 Avenue Of The Stars, Los Angeles, CA, 90067-6002
Advisors at this firm
3 in our index · page 1 of 1
-
Joseph MalhasCRD 6443454 · Los Angeles, CAIA RegisteredRegistration inactive
-
Stephen Eugene SchererCRD 4390218 · Los Angeles, CAIA Registered
-
Timothy StreufertCRD 6951858 · Los Angeles, CAIA Registered
1–3 of 3
Source & corrections
Where this page comes from
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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