PERSONAL FINANCIAL PROFILES INC
SEC Form ADV profile.
Total regulatory AUM
$335,290,835
Discretionary
$333,895,226
Non-discretionary
$1,395,609
Firm details
- CRD number
- 109327
- SEC file number
- 801-78068
- Main office
- CORAL SPRINGS, FL, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.PFPROFILES.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.