|
⚲
|
| Professional Financial Solutions LLC
✚
|
|
|---|---|
| CRD # | 114957 |
| SEC # | 801-106802 |
| CIK # | |
| AUM | $228.7 MM (2023-03-16) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 703-385-0870 |
| Address | 10517A West Drive Fairfax, VA 22030-8144 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 47.7 |
| (b) Individuals (high net worth individuals) | 104 | 180.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 846 | 228.7 |
| By Discretionary | ||
| Discretionary | 784 | 206.4 |
| Non-Discretionary | 62 | 22.3 |
| Total | 846 | 228.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.7 | |
| Total | 846 | 228.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Canopy 360 Wealth LLC
✚
|
FL | 0.2 |
|
Veripax Wealth Management Inc
✚
|
CA | 0.2 |
|
Peak Planning Group LLC
✚
|
CO | 0.2 |
|
Mokosak Advisory Group LLC
✚
|
IA | 0.2 |
|
Beddow Capital Management Inc
✚
|
WY | 0.2 |
|
Agnello Financial Group Inc
✚
|
FL | 0.2 |
|
Logic Capital Management LLC
✚
|
TX | 0.2 |
|
Arcadia Investment Advisors LLC
✚
|
ID | 0.2 |
|
Heritage Wealth Partners LLC
✚
|
OH | 0.2 |
|
Ranch Capital Advisors Inc
✚
|
FL | 0.2 |