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PSC FINANCIAL LLC
7900 International Drive
Suite 1075
Bloomington, Minnesota 55425
Tel: 952-777-3955
About PSC FINANCIAL LLC
PSC FINANCIAL LLC, formally registered with the SEC as PSC FINANCIAL LLC. The firm was established in 04/12/2021. They have over 1 offices throughout the country.
PSC FINANCIAL LLC is a Bloomington, Minnesota based Financial Planning firm with nearly $115,085,860 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172054 |
| SEC# | 801-120763 |
| Assets Managed by Firm | $115,085,860 |
| No. of Clients | 216 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 216 | $115,085,860 |
| Individuals (other than high net worth individuals) | 72 | $28,344,484 |
| High net worth individuals | 33 | $74,850,983 |
| Charitable organizations | 3 | $11,890,393 |
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|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $81,139,239,094 | 82 | 81 | |
| $65,938,129,807 | 135 | 60 | |
| $64,880,528,684 | 154 | 305 | |
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