Personal Financial Consultants Inc

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CAFR Data
Personal Financial Consultants Inc
CRD #26440
SEC #801-75061
CIK #
AUM $196.4 MM (100% Disc, 100% US)
Employees5 (60% Investors, 0% Brokers)
Phone888-557-3272
Address3738 Mt Diablo
Lafayette, CA 94549
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
205164123824102011201420172020
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
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