PERSONALIZED FINANCIAL SOLUTIONS LLC
SEC Form ADV profile.
Total regulatory AUM
$142,558,870
Discretionary
$130,553,769
Non-discretionary
$12,005,101
Firm details
- CRD number
- 306475
- SEC file number
- 801-131695
- Main office
- CLEARWATER, FL, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.pfsinvest.com
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.