PERSONAL FINANCIAL PROFILES INC

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

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 Status	Approved
Firm CRD#	109327
SEC#	801-78068
Assets Managed by Firm	$293,882,747
No. of Clients	367
No. of Advisors	2

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 Clients	AUM
Firm Total	367	$293,882,747
Individuals (other than high net worth individuals)	119	$31,276,011
High net worth individuals	98	$249,258,601
Pension and profit sharing plans	1	$13,348,135

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