Personal Financial Consultants Inc


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Personal Financial Consultants Inc
CRD #26440
SEC #801-75061
AUM $196.4 MM (100% Disc, 100% US)
Employees5 (60% Investors, 0% Brokers)
Address3738 Mt Diablo
Lafayette, CA 94549
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
HVB Capital Management Inc
NY 0.2
Valley Forge Capital Advisors Inc
PA 0.2
Sigma Financial Services Inc
VA 0.2
Heartland Wealth Advisors LLC
KS 0.2
Banyan Global Investment Advisors LLC
FL 0.2
Quantum Financial Services Inc
IN 0.2
Universal Financial Planning Consultants Inc
MO 0.2
Bourne Lent Asset Management Inc
NY 0.2
Jackson Hole Capital Partners LLC
OK 0.2
Pointe Capital Management LLC
MI 0.2
Terms of Service | Privacy Policy | User Guide