PROFESSIONAL FINANCIAL MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$304,096,440
Discretionary
$298,559,076
Non-discretionary
$5,537,364
Firm details
- CRD number
- 118117
- SEC file number
- 801-132539
- Main office
- BOZEMAN, MT, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.