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PSC FINANCIAL LLC

7900 International Drive
Suite 1075
Bloomington, Minnesota 55425
Tel: 952-777-3955

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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 StatusApproved
Firm CRD#172054
SEC#801-120763
Assets Managed by Firm$115,085,860
No. of Clients216
No. of Advisors3

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 ClientsAUM
Firm Total216$115,085,860
Individuals (other than high net worth individuals)72$28,344,484
High net worth individuals33$74,850,983
Charitable organizations3$11,890,393

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