PERSONAL CHOICE FINANCIAL ADVISORS, LLC
Doing business as FINANCIAL ROUNDS. SEC Form ADV profile.
Total regulatory AUM
$211,334,500
Discretionary
$206,116,092
Non-discretionary
$5,218,408
Firm details
- CRD number
- 110384
- SEC file number
- 801-121351
- Main office
- CINCINNATI, OH, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.