7900 International Drive
Suite 1075
Bloomington, Minnesota 55425
Tel: 952-777-3955
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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