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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Professional Financial Company LLC
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| CRD # | 286419 |
| SEC # | 801-114491 |
| CIK # | |
| AUM | $361.1 M (2025-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 801-701-2345 |
| Address | 384 W Center St Orem, UT 84057 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 34.5 |
| (b) Individuals (high net worth individuals) | 75 | 153.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 129.0 |
| (h) Charitable organizations | 7 | 28.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 15.4 |
| (n) Other | 0 | 0.0 |
| Total | 535 | 361.1 |
| By Discretionary | ||
| Discretionary | 523 | 232.1 |
| Non-Discretionary | 12 | 129.0 |
| Total | 535 | 361.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 361.1 | |
| Total | 535 | 361.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Womack Wealth Management Inc
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|
CA | 0.4 |
|
Transce3Nd LLC
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|
TX | 0.4 |
|
RFP Financial Group LLC
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|
GA | 0.4 |
|
Ferguson Shapiro LLC
✚
|
GA | 0.4 |
|
Three Seasons Wealth
✚
|
UT | 0.4 |
|
Saiph Capital LLC
✚
|
NJ | 0.4 |
|
Burford Brothers Inc
✚
|
TX | 0.4 |
|
Match Grade Advisors LLC
✚
|
SC | 0.4 |
|
Rubey & RUST Capital Management LLC
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|
0.4 | |
|
Pure Portfolios Holdings LLC
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|
OR | 0.4 |