Overview
Assets Under Management: $286 million
Headquarters: FAIRFAX, VA
High-Net-Worth Clients: 130
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 868
Discretionary Accounts: 818
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 114957
Last Filing Date: 2024-07-29 00:00:00
Website: https://profinancialsolutions.com