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PERSONAL FINANCIAL PROFILES INC

10100 W. Sample Road
Suite 201
Coral Springs, Florida 33065
Tel: 954-755-8647

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About PERSONAL FINANCIAL PROFILES INC

PERSONAL FINANCIAL PROFILES INC, formally registered with the SEC as PERSONAL FINANCIAL PROFILES INC. The firm was established in 05/20/2013. They have over 2 offices throughout the country.

PERSONAL FINANCIAL PROFILES INC is a Coral Springs, Florida based Financial Planning firm with nearly $293,882,747 assets under management, offering retirement planning & investment advisory services to 367 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109327
SEC#801-78068
Assets Managed by Firm$293,882,747
No. of Clients367
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total367$293,882,747
Individuals (other than high net worth individuals)119$31,276,011
High net worth individuals98$249,258,601
Pension and profit sharing plans1$13,348,135

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