Overview
Assets Under Management: $398 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 12
Average Client Assets: $10.6 million
Frequently Asked Questions
PERSONAL FINANCIAL GROUP 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 #116806), PERSONAL FINANCIAL GROUP is subject to fiduciary duty under federal law.
PERSONAL FINANCIAL GROUP is headquartered in OVERLAND PARK, KS.
PERSONAL FINANCIAL GROUP serves 12 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, PERSONAL FINANCIAL GROUP offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PERSONAL FINANCIAL GROUP manages $398 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, PERSONAL FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.02%
Average Client Assets: $10.6 million
Total Client Accounts: 225
Discretionary Accounts: 222
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 116806
Filing ID: 1203628
Last Filing Date: 2018-03-30 10:36:00