Professional Financial Strategies Inc


Assets, Funds, Holdings

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Professional Financial Strategies Inc
CRD #125580
SEC #801-107130
AUM $147.4 MM (100% Disc, 100% US)
Employees4 (75% Investors, 0% Brokers)
Address1159 Pittsfordvictor Rd
Pittsford, NY 14534-3827
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Independent Wealth Network Inc
IA 0.1
Linde Equity Inc
Mtyale Investment Consulting Group LLC
CO 0.1
RFP Financial Group LLC
GA 0.1
Diversified Financial Management Associates Inc
MA 0.1
Sebold Capital Management Inc
IL 0.1
Capital Fiduciary Advisors LLC
VA 0.1
Counsel Wealth Management Inc
MN 0.1
Stonebridge Financial Planning Group LLC
FL 0.1
Financially Speaking Inc
CO 0.1
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