PROFESSIONAL FINANCIAL MANAGEMENT INC
Total AUM
$36.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
203-322-9769
Financials
Total AUM
$36.3M
Accounts
43Discretionary
$9.4M
Accounts
20Non-Discretionary
$26.8M
Accounts
23
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementSecurities Ratings
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly Fee
Compliance
Disclosures
None reported
State Registrations
CTFL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.