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Building 2PROFESSIONAL FINANCIAL MANAGEMENT, INC.

Map pinAPPLETON, WI
Phone920-687-2600
NotebookSEC #801-135207
Total AUM
$115.5M
Employees
5
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
W6184 AEROTECH DRIVE
SUITE A
APPLETON
WI 54914
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
920-687-2600

ReceiptFinancials

Total AUM
$115.5M
Accounts
659
Discretionary
$100.8M
Accounts
553
Non-Discretionary
$14.7M
Accounts
106

ContactClients

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Individual Clients
126
AUM
$51M
HNW Individual Clients
38
AUM
$64.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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