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FINANCIAL CONCEPTS UNLIMITED, INC.
CRD 118641 · SEC 801-61345
GA, United States
Phone
866-444-5122
Fax
301-315-6343
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$231.4M
Discretionary AUM
$231.4M
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $37.0M |
| High net worth individuals | 68 | $191.3M |
| Pension/profit sharing plans | 1 | $8K |
| Corporations/business entities | 6 | $3.1M |
States served
GA, LA, MD, MS, NC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD