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| Professional Financial Advisors LLC
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|---|---|
| CRD # | 173719 |
| SEC # | 801-114978 |
| CIK # | 0001798221 |
| AUM | 769.8 M (2026-06-24) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 308-534-8210 |
| Address | 1400 S Dewey St North Platte, NE 69101-5311 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001798221 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Union Pacific Corp | 5.0 | ||
| SPDR Gold Trust | 4.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,121 | 229.9 |
| (b) Individuals (high net worth individuals) | 193 | 267.1 |
| (c) Banking or thrift institutions | 3 | 19.8 |
| (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 | 2 | 2.7 |
| (h) Charitable organizations | 4 | 13.3 |
| (i) State or municipal government entities | 1 | 70.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 2.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 11.8 |
| (n) Other | 2 | 152.6 |
| Total | 3,345 | 769.8 |
| By Discretionary | ||
| Discretionary | 3,329 | 665.1 |
| Non-Discretionary | 16 | 104.7 |
| Total | 3,345 | 769.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 769.8 | |
| Total | 3,345 | 769.8 |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 35 |
| Serves | Institutional, Retail |
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|---|---|---|
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