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⚲
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| Keyboard |
| Personal Financial Profiles Inc
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|---|---|
| CRD # | 109327 |
| SEC # | 801-78068 |
| CIK # | |
| AUM | 335.3 M (2026-02-11) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 954-755-8647 |
| Address | 10100 W Sample Road Coral Springs, FL 33065 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 28.0 |
| (b) Individuals (high net worth individuals) | 119 | 294.0 |
| (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 | 1 | 13.3 |
| (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 | 369 | 335.3 |
| By Discretionary | ||
| Discretionary | 363 | 333.9 |
| Non-Discretionary | 6 | 1.4 |
| Total | 369 | 335.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.3 | |
| Total | 369 | 335.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cogent Strategic Wealth LLC
✚
|
IL | 336.0 M |
|
Bennett Selby Investments Limited Partnership
✚
|
335.9 M | |
|
Shared Vision Wealth Group LLC
✚
|
335.9 M | |
|
Mid-American Wealth Advisory Group Inc
✚
|
MO | 335.6 M |
|
Pollock Investment Advisors LLC
✚
|
MI | 335.5 M |
|
The Menard Financial Group LLC
✚
|
TX | 335.3 M |
|
ARWA LLC
✚
|
TX | 335.0 M |
|
Molly B Investment Group LLC
✚
|
GA | 334.7 M |
|
Wealthharbor Capital Group LLC
✚
|
LA | 334.7 M |
|
Slayton Lewis Inc
✚
|
UT | 334.4 M |