Personal Choice Financial Advisors LLC

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Assets, Funds, Holdings

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Personal Choice Financial Advisors LLC
CRD #110384
SEC #801-121351
CIK #
AUM $159.0 MM (2024-08-15)
Employees 7 (71% Investors, 0% Brokers)
Phone513-588-8080
Address4555 Lake Forest Drive
Cincinnati, OH 45242-3785
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
170136102683402001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 128 56.9
(b) Individuals (high net worth individuals) 39 102.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 494 159.0
By Discretionary
Discretionary 492 154.8
Non-Discretionary 2 4.2
Total 494 159.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 159.0
Total 494 159.0
Comparable Firms State AUM ($BB)
Namtaf Advisors LLC
NC 0.2
D'Arcy Capital Management LLC
CA 0.2
Windle Wealth LLC
OK 0.2
BLVD Private Wealth LLC
KY 0.2
Pinnacle Wealth Management LLC
CA 0.2
Core Financial Advisors LLC
CA 0.2
Bernard Wealth Management Corp
MI 0.2
SWP Financial LLC
CA 0.2
Vision Capital Management Corporation
NC 0.2
Aspirean Wealth LLC
CA 0.2
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