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Building 2PERSONAL FINANCIAL PROFILES INC

Map pinCORAL SPRINGS, FL
Phone954-755-8647
NotebookSEC #801-78068
Total AUM
$335.3M
Employees
2
Clients
229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10100 W. SAMPLE ROAD
SUITE 300
CORAL SPRINGS
FL 33065
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
954-755-8647
Other Offices
1

ReceiptFinancials

Total AUM
$335.3M
Accounts
369
Discretionary
$333.9M
Accounts
363
Non-Discretionary
$1.4M
Accounts
6

ContactClients

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Individual Clients
109
AUM
$28M
HNW Individual Clients
119
AUM
$294M
Pension/Profit Sharing Plan Clients
1
AUM
$13.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPATX

HandshakeAffiliates

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

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