PRIVATE FINANCIAL MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$158,689,116
Discretionary
$150,208,440
Non-discretionary
$8,480,676
Firm details
- CRD number
- 313167
- SEC file number
- 801-129838
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of November 2026.