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| Keyboard |
| Professional Financial Strategies Inc
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|---|---|
| CRD # | 125580 |
| SEC # | 801-107130 |
| CIK # | |
| AUM | 225.8 M (2026-04-14) |
| 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) | 24 | 14.3 |
| (b) Individuals (high net worth individuals) | 69 | 193.6 |
| (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 | 9.1 |
| (h) Charitable organizations | 0 | 1.7 |
| (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 | 6.8 |
| Total | 450 | 225.8 |
| By Discretionary | ||
| Discretionary | 373 | 210.7 |
| Non-Discretionary | 77 | 15.1 |
| Total | 450 | 225.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.8 | |
| Total | 450 | 225.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
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Essential Investment Partners LLC
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CO | 223.0 M |
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DaVinci Financial Designs LLC
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|
Aldebaran Financial Inc
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|
Crossgen Wealth LLC
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