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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Professional Financial Advisors Inc
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|---|---|
| CRD # | 107289 |
| SEC # | 801-38963 |
| CIK # | 0001798221 |
| AUM | $359.4 M (2025-03-22) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 610-892-9900 |
| Address | 100 W Matsonford Road Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Union Pacific Corp | 4.4 | ||
| Microsoft Corp | 3.3 | ||
| SPDR Gold Trust | 3.1 | ||
| Apple Inc | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 51.6 |
| (b) Individuals (high net worth individuals) | 90 | 307.7 |
| (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 | 1,125 | 359.4 |
| By Discretionary | ||
| Discretionary | 1,125 | 359.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,125 | 359.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 358.7 | |
| Total | 1,125 | 359.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001798221] | |
| SC 13G | [0001798221] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Professional Financial Advisors LLC | Advisorshares Trust | [2023-11-01] |
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|---|---|---|
|
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AZ | 0.4 |
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Sterling Financial Group Inc
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Union Square Investment Co
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Howard Wealth Management LLC
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0.4 | |
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Access Financial Resources Inc
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OK | 0.4 |