Overview
Assets Under Management: $127 million
Headquarters: SIOUX FALLS, SD
High-Net-Worth Clients: 106
Average Client Assets: $0.8 million
Frequently Asked Questions
PROFESSIONAL FINANCIAL SERVICES, 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 #269937), PROFESSIONAL FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
PROFESSIONAL FINANCIAL SERVICES, INC. is headquartered in SIOUX FALLS, SD.
PROFESSIONAL FINANCIAL SERVICES, INC. serves 106 high-net-worth clients according to their SEC filing dated August 20, 2018. View client details ↓
According to their SEC Form ADV, PROFESSIONAL FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PROFESSIONAL FINANCIAL SERVICES, INC. manages $127 million in client assets according to their SEC filing dated August 20, 2018.
According to their SEC Form ADV, PROFESSIONAL FINANCIAL SERVICES, INC. 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: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.75%
Average Client Assets: $0.8 million
Total Client Accounts: 573
Discretionary Accounts: 572
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 269937
Filing ID: 1235488
Last Filing Date: 2018-08-20 12:09:00