Overview
Assets Under Management: $159 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Frequently Asked Questions
PERSONAL CHOICE FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110384), PERSONAL CHOICE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
PERSONAL CHOICE FINANCIAL ADVISORS, LLC is headquartered in CINCINNATI, OH.
PERSONAL CHOICE FINANCIAL ADVISORS, LLC serves 46 high-net-worth clients according to their SEC filing dated August 15, 2024. View client details ↓
According to their SEC Form ADV, PERSONAL CHOICE FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PERSONAL CHOICE FINANCIAL ADVISORS, LLC manages $159 million in client assets according to their SEC filing dated August 15, 2024.
According to their SEC Form ADV, PERSONAL CHOICE FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 494
Discretionary Accounts: 492
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 110384
Last Filing Date: 2024-08-15 00:00:00
Website: https://personalchoicefinancial.com