Private Financial Counseling
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$256,879,399
Clients
236
Advisors
3
of 10 employees
About
Private Financial Counseling provides discretionary wealth management and portfolio management primarily to individuals and high‑net‑worth families, and also serves trusts, retirement-plan participants, corporations, and charitable organizations. Services include customized portfolio design and ongoing investment oversight across equities, fixed income, mutual funds/ETFs and selected alternative investments.
The firm’s investment process emphasizes research and technology, combining a proprietary quantitative rules‑based selection approach with fundamental and third‑party research, and it manages portfolios with reference to multi‑year economic cycles while generally taking medium‑ to long‑term positions. PFC uses a broad toolkit—including inflation‑indexed bonds, MLPs, REITs, private funds, and, when appropriate, margin or short‑term trades—and executes discretionary strategies tailored to individual client objectives.
A distinctive feature is that several senior professionals are licensed attorneys who provide legal services through an affiliated law corporation; those services are billed separately and the firm discloses and describes procedures to manage the resulting conflicts of interest. In addition, some advisors are dually registered with an unaffiliated RIA and may offer access to a pooled investment vehicle; PFC discloses those relationships and maintains trade‑allocation and supervisory policies intended to mitigate potential conflicts.
Client services
Expertise
Fee options
$0 - $6,000,000: 1% $6,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Main office
1901 Avenue of the Stars, 11th Fl.
Los Angeles CA 90067
Advisors at this office
3
Most active in
California · New Hampshire
Also doing business as
Pfc Capital Group Inc · Private Financial Counseling
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Joseph M
Series 63, Series 65
Los Angeles, CA
Private Financial Counseling
Joseph Malhas is a financial advisor at Private Financial Counseling in Los Angeles, CA, with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including NinePointTwo Capital, Freeman Spogli & Co., Merrill, BOFA Securities, Ares Management, and UCLA. He is the founder and principal of NinePointTwo Capital, an SEC-registered investment adviser. Private Financial Counseling provides discretionary wealth and portfolio management primarily to individuals and high-net-worth families, offering customized investment strategies across various asset classes. The firm’s approach integrates quantitative models with fundamental and third-party research, managing portfolios with a medium- to long-term focus and incorporating a diverse set of investment tools tailored to client objectives.
Timothy S
Series 65
Los Angeles, CA
Private Financial Counseling
Timothy Streufert is a financial advisor at Private Financial Counseling with eight years of industry experience. He holds a Series 65 designation and has previously worked at NinePointTwo Capital LLC and Ares Management. He is also the founder, principal, and Chief Compliance Officer of NinePointTwo Capital LLC. Private Financial Counseling provides discretionary wealth and portfolio management primarily for individuals and high-net-worth families, as well as trusts, retirement-plan participants, corporations, and charitable organizations. The firm uses a proprietary quantitative rules-based selection approach combined with fundamental and third-party research to manage portfolios with a medium- to long-term focus.
Stephen S
Los Angeles, CA
Private Financial Counseling
Stephen Scherer is a financial advisor with Private Financial Counseling in Los Angeles, CA, with 28 years of industry experience. He has been a partner and president of Scherer & Bradford, a law firm, since 1992. Scherer has worked at PFC Capital Group, Inc. since 1981. Private Financial Counseling provides discretionary wealth management and portfolio management primarily to individuals and high-net-worth families, as well as trusts, retirement-plan participants, corporations, and charitable organizations. The firm combines proprietary quantitative selection methods with fundamental and third-party research to manage portfolios over medium- to long-term horizons.
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