Overview
Assets Under Management: $294 million
Headquarters: CORAL SPRINGS, FL
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Frequently Asked Questions
PERSONAL FINANCIAL PROFILES INC 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 #109327), PERSONAL FINANCIAL PROFILES INC is subject to fiduciary duty under federal law.
PERSONAL FINANCIAL PROFILES INC is headquartered in CORAL SPRINGS, FL.
PERSONAL FINANCIAL PROFILES INC serves 98 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, PERSONAL FINANCIAL PROFILES INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PERSONAL FINANCIAL PROFILES INC manages $294 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, PERSONAL FINANCIAL PROFILES INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 367
Discretionary Accounts: 361
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 109327
Last Filing Date: 2025-02-19 00:00:00
Website: https://pfprofiles.com