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Building 2PROFESSIONAL FINANCIAL ADVISORS, INC.

Map pinNEW CUMBERLAND, PA
Phone717-761-4646
NotebookSEC #801-80843
Total AUM
$158.4M
Employees
6
Clients
1,380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
502 BRIDGE ST
NEW CUMBERLAND
PA 17070
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
717-761-4646

ReceiptFinancials

Total AUM
$158.4M
Accounts
1,376
Discretionary
$143.8M
Accounts
1,302
Non-Discretionary
$14.6M
Accounts
74

ContactClients

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Individual Clients
1,376
AUM
$156.7M
Pension/Profit Sharing Plan Clients
1
AUM
$783.7K
Charitable Organization Clients
3
AUM
$987.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TRUST CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
FLPASC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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