Overview
Assets Under Management: $175 million
Headquarters: CHEVY CHASE, MD
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 642
Discretionary Accounts: 642
Regulatory Filings
CRD Number: 127635
Last Filing Date: 2024-10-11 00:00:00
Website: https://pfallc.com