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Building 2PROFESSIONAL FINANCIAL MANAGEMENT INC

Map pin
Phone203-322-9769
NotebookSEC #801-23273
Total AUM
$36.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
203-322-9769

ReceiptFinancials

Total AUM
$36.3M
Accounts
43
Discretionary
$9.4M
Accounts
20
Non-Discretionary
$26.8M
Accounts
23

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementSecurities Ratings
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFL

HandshakeAffiliates

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

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