Overview
Assets Under Management: $123 million
Headquarters: COVINGTON, LA
High-Net-Worth Clients: 36
Average Client Assets: $2.2 million
Frequently Asked Questions
PERSONAL 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 #118477), PERSONAL FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
PERSONAL FINANCIAL ADVISORS, LLC is headquartered in COVINGTON, LA.
PERSONAL FINANCIAL ADVISORS, LLC serves 36 high-net-worth clients according to their SEC filing dated February 19, 2018. View client details ↓
According to their SEC Form ADV, PERSONAL FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PERSONAL FINANCIAL ADVISORS, LLC manages $123 million in client assets according to their SEC filing dated February 19, 2018.
According to their SEC Form ADV, PERSONAL 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: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.84%
Average Client Assets: $2.2 million
Total Client Accounts: 481
Discretionary Accounts: 469
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 118477
Filing ID: 1174930
Last Filing Date: 2018-02-19 10:24:00