|
⚲
|
| Professional Financial Management Inc
✚
|
|
|---|---|
| CRD # | 118117 |
| SEC # | 801-132539 |
| CIK # | |
| AUM | $265.3 M (2025-04-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 406-587-1604 |
| Address | 945 Technology Blvd Bozeman, MT 59718 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 45.1 |
| (b) Individuals (high net worth individuals) | 72 | 215.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.2 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 655 | 265.3 |
| By Discretionary | ||
| Discretionary | 649 | 260.4 |
| Non-Discretionary | 6 | 4.8 |
| Total | 655 | 265.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 265.3 | |
| Total | 655 | 265.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tradewell Securities LLC
✚
|
IN | 0.3 |
|
Ransom Advisory Ltd
✚
|
RI | 0.3 |
|
The Yanker Group Inc
✚
|
MO | 0.3 |
|
Clientfirst Wealth Management LLC
✚
|
AR | 0.3 |
|
New England Research & Management Inc
✚
|
IL | 0.3 |
|
Wilson & Boucher Capital Management LLC
✚
|
0.3 | |
|
Baugh & Associates LLC
✚
|
GA | 0.3 |
|
Lester Financial Group LLC
✚
|
IL | 0.3 |
|
Thoma Capital Management LLC
✚
|
MD | 0.3 |
|
LPFG LLC
✚
|
OH | 0.3 |