National Retirement Planning Experts

National Coverage
Local Professionals

PERSONAL FINANCIAL SOLUTIONS, LLC

2517 Highway 35
Building I Suite 103
Manasquan, New Jersey 08736
Tel: 732-722-7912

Need a Financial Advisor?
Compare Vetted Advisors

About PERSONAL FINANCIAL SOLUTIONS, LLC

PERSONAL FINANCIAL SOLUTIONS, LLC, formally registered with the SEC as PERSONAL FINANCIAL SOLUTIONS, LLC. The firm was established in 04/30/2021. They have over 1 offices throughout the country.

PERSONAL FINANCIAL SOLUTIONS, LLC is a Manasquan, New Jersey based Financial Planning firm with nearly $124,643,369 assets under management, offering retirement planning & investment advisory services to 379 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#129095
SEC#801-121037
Assets Managed by Firm$124,643,369
No. of Clients379
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total379$124,643,369
Individuals (other than high net worth individuals)88$30,530,668
High net worth individuals31$92,521,139
Charitable organizationsFewer than 5 clients$1,570,695
Corporations or other businessesFewer than 5 clients$20,867

More Retirement Planning firms in Manasquan, New Jersey:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
PGIM, INC.
655 Broad St.
Newark, NJ, 07102
$1,014,741,753,02910211705
UBS FINANCIAL SERVICES INC.
1200 Harbor Boulevard
Weehawken, NJ, 07086
$702,387,082,915109348612701
MANAGED ACCOUNT ADVISORS LLC
101 Hudson Street
Jersey City, NJ, 07302
$691,908,159,462184056561
METLIFE INVESTMENT MANAGEMENT, LLC
One Metlife Way
Whippany, NJ, 07981
$499,516,358,508637925
BLACKROCK INVESTMENT MANAGEMENT, LLC
1 University Square Drive
Princeton, NJ, 08540
$458,191,510,749463321483

Explore More Retirement Advisors in Manasquan, New Jersey