|
⚲
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| Professional Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 107289 |
| SEC # | 801-38963 |
| CIK # | 0001798221 |
| AUM | $426.0 M (2026-03-03) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 610-892-9900 |
| Address | 100 W Matsonford Road Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Union Pacific Corp | 5.0 | ||
| SPDR Gold Trust | 4.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 58.4 |
| (b) Individuals (high net worth individuals) | 100 | 367.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,222 | 426.0 |
| By Discretionary | ||
| Discretionary | 1,188 | 421.3 |
| Non-Discretionary | 34 | 4.7 |
| Total | 1,222 | 426.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 425.2 | |
| Total | 1,222 | 426.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001798221] | |
| SC 13G | [0001798221] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Professional Financial Advisors LLC | Advisorshares Trust | [2023-11-01] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Power Wealth Management LLC
✚
|
GA | 0.4 |
|
QBOX Fiduciary Solutions LLC
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|
IN | 0.4 |
|
Shearwater Capital LLC
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|
CO | 0.4 |
|
O'Donnell Financial Services LLC
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|
CA | 0.4 |
|
Cypress Capital LLC
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TN | 0.4 |
|
OMNI 360 Wealth Inc
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NJ | 0.4 |
|
Sylvest Advisors LLC
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|
TX | 0.4 |
|
Paradigm Investment Advisory LLC
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|
NJ | 0.4 |
|
Smart Money Group LLC
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|
TX | 0.4 |
|
Sage Financial Management Group Inc
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|
VA | 0.4 |