Overview
Assets Under Management: $192 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 64
Average Client Assets: $3 million
Frequently Asked Questions
PROFESSIONAL FINANCIAL STRATEGIES, 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 #125580), PROFESSIONAL FINANCIAL STRATEGIES, INC is subject to fiduciary duty under federal law.
PROFESSIONAL FINANCIAL STRATEGIES, INC is headquartered in PITTSFORD, NY.
PROFESSIONAL FINANCIAL STRATEGIES, INC serves 64 high-net-worth clients according to their SEC filing dated October 09, 2024. View client details ↓
According to their SEC Form ADV, PROFESSIONAL FINANCIAL STRATEGIES, INC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PROFESSIONAL FINANCIAL STRATEGIES, INC manages $192 million in client assets according to their SEC filing dated October 09, 2024.
According to their SEC Form ADV, PROFESSIONAL FINANCIAL STRATEGIES, 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
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 439
Discretionary Accounts: 393
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 125580
Last Filing Date: 2024-10-09 00:00:00
Website: https://professionalfinancial.com