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⚲
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| PSC Financial LLC
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|
|
|---|---|
| CRD # | 172054 |
| SEC # | 801-120763 |
| CIK # | 0001667812 |
| AUM | $114.2 MM (2023-03-15) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 952-777-3955 |
| Address | 7900 International Drive Bloomington, MN 55425 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 25.8 |
| (b) Individuals (high net worth individuals) | 34 | 74.0 |
| (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 | 4 | 14.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 223 | 114.2 |
| By Discretionary | ||
| Discretionary | 223 | 114.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 223 | 114.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.2 | |
| Total | 223 | 114.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| D | [0001667812] |
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|---|---|---|
|
Avrio Wealth PTE Ltd
✚
|
0.1 | |
|
Kensington Financial Advisors LLC
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|
NJ | 0.1 |
|
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NV | 0.1 |
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IL | 0.1 |
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UT | 0.1 |
|
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|
UT | 0.1 |
|
Kastel Capital Advisors LLC
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MA | 0.1 |
|
Partners Capital Services Inc
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NY | 0.1 |
|
Erickson Financial Group LLC
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PA | 0.1 |