PROFESSIONAL FINANCIAL MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$115,520,555
Discretionary
$100,816,804
Non-discretionary
$14,703,751
Firm details
- CRD number
- 154016
- SEC file number
- 801-135207
- Main office
- APPLETON, WI, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.PFMRIA.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.