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George (nmn) Karfunkel

ADVISORY CONSULTING GROUP LLC·WALNUT CREEK, California
Clean recordADVISORY CONSULTING GROUP LLC
2001 NORTH MAIN STREET, SUITE 500, WALNUT CREEK, CA 94596CRD# 264363Firm CRD# 142666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George (nmn) Karfunkel · WALNUT CREEK, CA
Registration
CRD #264363 · ADVISORY CONSULTING GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

George (nmn) Karfunkel is a registered financial advisor based in WALNUT CREEK, California, affiliated with ADVISORY CONSULTING GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
ADVISORY CONSULTING GROUP LLC
ADVISORY CONSULTING GROUP LLC
AUM
$23M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ADVISORY CONSULTING GROUP LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 264363
Firm CRD# 142666
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George (nmn) Karfunkel offer?
George (nmn) Karfunkel is a registered financial advisor in WALNUT CREEK, California. Contact their office for details on services offered.
What are George (nmn) Karfunkel's credentials?
George (nmn) Karfunkel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George (nmn) Karfunkel located?
George (nmn) Karfunkel is based in WALNUT CREEK, California, working with ADVISORY CONSULTING GROUP LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does George (nmn) Karfunkel charge for services?
George (nmn) Karfunkel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVISORY CONSULTING GROUP LLC?
ADVISORY CONSULTING GROUP LLC has approximately 2 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Ray Walker
ALAMEDA, CA
Robert Walton Stebbins
ALAMEDA, CA

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Research
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