|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Professional Financial Solutions LLC
✚
|
|
|---|---|
| CRD # | 114957 |
| SEC # | 801-106802 |
| CIK # | |
| AUM | $330.4 M (2025-03-10) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 703-385-0870 |
| Address | 10517A West Drive Fairfax, VA 22030-8144 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 58.9 |
| (b) Individuals (high net worth individuals) | 130 | 270.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 886 | 330.4 |
| By Discretionary | ||
| Discretionary | 848 | 304.8 |
| Non-Discretionary | 38 | 25.7 |
| Total | 886 | 330.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.4 | |
| Total | 886 | 330.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kenney Investments Inc
✚
|
IL | 0.3 |
|
T Anton Investment House Inc
✚
|
WI | 0.3 |
|
Olde Wealth Management LLC
✚
|
0.3 | |
|
Cascade Investment Advisors Inc
✚
|
OR | 0.3 |
|
Catalyst Private Wealth LLC
✚
|
CA | 0.3 |
|
Dupree Financial Group LLC
✚
|
KY | 0.3 |
|
Lauer Capital Management Ltd
✚
|
SD | 0.3 |
|
CODE Waechter LLC
✚
|
FL | 0.3 |
|
Evexia Wealth LLC
✚
|
WI | 0.3 |
|
Aull & Monroe Investment Management Corp
✚
|
AL | 0.3 |