PROFESSIONAL FINANCIAL STRATEGIES, INC
Doing business as PROFESSIONAL FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$225,808,998
Discretionary
$210,743,198
Non-discretionary
$15,065,800
Firm details
- CRD number
- 125580
- SEC file number
- 801-107130
- Main office
- PITTSFORD, NY, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.