1400 S Dewey St
Suite 300
North Platte, Nebraska 69101-5311
Tel: 308-534-8210
PROFESSIONAL FINANCIAL ADVISORS, LLC, formally registered with the SEC as PROFESSIONAL FINANCIAL ADVISORS, LLC. The firm was established in 04/10/2019. They have over 7 offices throughout the country.
PROFESSIONAL FINANCIAL ADVISORS, LLC is a North Platte, Nebraska based Financial Planning firm with nearly $614,113,385 assets under management, offering retirement planning & investment advisory services to 2991 clients. The firm is staffed with 10 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173719 |
| SEC# | 801-114978 |
| Assets Managed by Firm | $614,113,385 |
| No. of Clients | 2991 |
| No. of Advisors | 10 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2991 | $614,113,385 |
| Individuals (other than high net worth individuals) | 1856 | $198,229,451 |
| High net worth individuals | 193 | $189,673,893 |
| Pension and profit sharing plans | 2 | $2,365,419 |
| Charitable organizations | 3 | $5,414,500 |
| Corporations or other businesses | 11 | $141,636,497 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $53,844,463,960 | 299169 | 404 | |
| $24,871,650,720 | 1982 | 50 | |
| $9,882,583,283 | 2646 | 76 | |
| $6,237,040,948 | 4052 | 37 | |
| $5,153,814,823 | 20 | 37 |
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