Overview
Assets Under Management: $286 million
Headquarters: FAIRFAX, VA
High-Net-Worth Clients: 130
Average Client Assets: $2 million
Frequently Asked Questions
PROFESSIONAL FINANCIAL SOLUTIONS, LLC 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 #114957), PROFESSIONAL FINANCIAL SOLUTIONS, LLC is subject to fiduciary duty under federal law.
PROFESSIONAL FINANCIAL SOLUTIONS, LLC is headquartered in FAIRFAX, VA.
PROFESSIONAL FINANCIAL SOLUTIONS, LLC serves 130 high-net-worth clients according to their SEC filing dated July 29, 2024. View client details ↓
According to their SEC Form ADV, PROFESSIONAL FINANCIAL SOLUTIONS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PROFESSIONAL FINANCIAL SOLUTIONS, LLC manages $286 million in client assets according to their SEC filing dated July 29, 2024.
According to their SEC Form ADV, PROFESSIONAL FINANCIAL SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
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