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| Happy Holidays!! thanks for using AUM13F!! |
| Professional Financial Strategies Inc
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|---|---|
| CRD # | 125580 |
| SEC # | 801-107130 |
| CIK # | |
| AUM | $206.0 M (2025-03-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 585-218-9080 |
| Address | 1159 Pittsfordvictor Rd Pittsford, NY 14534-3827 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 20.7 |
| (b) Individuals (high net worth individuals) | 64 | 174.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 3.2 |
| Total | 483 | 206.0 |
| By Discretionary | ||
| Discretionary | 387 | 185.9 |
| Non-Discretionary | 96 | 20.1 |
| Total | 483 | 206.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.0 | |
| Total | 483 | 206.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MUNN Wealth Management LLC
✚
|
OH | 0.2 |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 0.2 |
|
Sustainable Advisors Alliance LLC
✚
|
OK | 0.2 |
|
Tevis Investment Management LLC
✚
|
TX | 0.2 |
|
Madden Funds Management Ltd
✚
|
IL | 0.2 |
|
McDonough Capital Management Inc
✚
|
FL | 0.2 |
|
Mariaca Wealth Management LLC
✚
|
FL | 0.2 |
|
Total Wealth Planning and Management Inc
✚
|
0.2 | |
|
Urban Wealth Management Group LLC
✚
|
CA | 0.2 |
|
Essential Investment Partners LLC
✚
|
CO | 0.2 |