Overview
Assets Under Management: $135 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 36
Average Client Assets: $2.4 million
Frequently Asked Questions
PSC FINANCIAL 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 #172054), PSC FINANCIAL LLC is subject to fiduciary duty under federal law.
PSC FINANCIAL LLC is headquartered in BLOOMINGTON, MN.
PSC FINANCIAL LLC serves 36 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, PSC FINANCIAL LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PSC FINANCIAL LLC manages $135 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, PSC FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.61%
Average Client Assets: $2.4 million
Total Client Accounts: 228
Discretionary Accounts: 228
Regulatory Filings
CRD Number: 172054
Filing ID: 2063095
Last Filing Date: 2026-03-20 11:10:22