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PERSONAL FINANCIAL MANAGEMENT
1001 B Avenue
Suite 307
Coronado, California 92118-3425
Tel: 619-435-1600
About PERSONAL FINANCIAL MANAGEMENT
PERSONAL FINANCIAL MANAGEMENT, formally registered with the SEC as PERSONAL FINANCIAL MANAGEMENT. The firm was established in 12/01/1992. They have over 1 offices throughout the country.
PERSONAL FINANCIAL MANAGEMENT is a Coronado, California based Financial Planning firm with nearly $495,456,280 assets under management, offering retirement planning & investment advisory services to 321 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108801 |
| SEC# | 801-42879 |
| Assets Managed by Firm | $495,456,280 |
| No. of Clients | 321 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 321 | $495,456,280 |
| Individuals (other than high net worth individuals) | 51 | $13,285,842 |
| High net worth individuals | 61 | $457,304,527 |
| Charitable organizations | Fewer than 5 clients | $24,865,911 |
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