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PROFESSIONAL FINANCIAL ADVISORS, LLC
NORTH PLATTE, NE
308-534-8210
SEC #801-114978Total AUM
$769.8M
Employees
12Clients
3,345Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1400 S DEWEY ST
SUITE 300
NORTH PLATTE
NE 69101-5311
United States
SUITE 300
NORTH PLATTE
NE 69101-5311
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
308-534-8210
Other Offices
3
Financials
Total AUM
$769.8M
Accounts
3,345Discretionary
$665.1M
Accounts
3,329Non-Discretionary
$104.7M
Accounts
16
Clients
Individual Clients
3,121AUM
$229.9M
HNW Individual Clients
193AUM
$267.1M
Banking Clients
3AUM
$19.8M
Pension/Profit Sharing Plan Clients
2AUM
$2.7M
Charitable Organization Clients
4AUM
$13.3M
Government Entity Clients
1AUM
$70.4M
Insurance Company Clients
8AUM
$2.3M
Corporation or Business Clients
11AUM
$11.8M
Other Clients
2AUM
$152.6M
Description of Other Clients
HOSPITAL & CHURCH
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
AZCOIAINKSLAMONESDTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.