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| Personal Choice Financial Advisors LLC
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|
|---|---|
| CRD # | 110384 |
| SEC # | 801-121351 |
| CIK # | |
| AUM | $178.3 M (2025-03-31) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 513-588-8080 |
| Address | 4555 Lake Forest Drive Cincinnati, OH 45242-3785 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 57.6 |
| (b) Individuals (high net worth individuals) | 46 | 120.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 523 | 178.3 |
| By Discretionary | ||
| Discretionary | 519 | 173.2 |
| Non-Discretionary | 4 | 5.1 |
| Total | 523 | 178.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.3 | |
| Total | 523 | 178.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TAM Financial Advisors LLC
✚
|
0.2 | |
|
Cooksen Wealth LLC
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|
TX | 0.2 |
|
Parkworth Wealth Management Inc
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CA | 0.2 |
|
D'Arcy Capital Management LLC
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|
CA | 0.2 |
|
Polaris Investment Advisors LLC
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|
MA | 0.2 |
|
JE Simmons & Co PC
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TX | 0.2 |
|
Lauer Wealth LLC
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|
IN | 0.2 |
|
Werlinich Asset Management LLC
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|
0.2 | |
|
Tranquilli Financial Advisor LLC
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|
NJ | 0.2 |
|
WFA of San Diego LLC
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|
CA | 0.2 |