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| Keyboard |
| Professional Financial Solutions LLC
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|---|---|
| CRD # | 114957 |
| SEC # | 801-106802 |
| CIK # | |
| AUM | 409.7 M (2026-02-06) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 703-385-0870 |
| Address | 10517A West Drive Fairfax, VA 22030-8144 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 60.4 |
| (b) Individuals (high net worth individuals) | 137 | 348.9 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 911 | 409.7 |
| By Discretionary | ||
| Discretionary | 880 | 387.4 |
| Non-Discretionary | 31 | 22.3 |
| Total | 911 | 409.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.7 | |
| Total | 911 | 409.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 13 |
| Serves | Retail |
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