2517 Highway 35
Building I Suite 103
Manasquan, New Jersey 08736
Tel: 732-722-7912
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 129095 |
SEC# | 801-121037 |
Assets Managed by Firm | $124,643,369 |
No. of Clients | 379 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 379 | $124,643,369 |
Individuals (other than high net worth individuals) | 88 | $30,530,668 |
High net worth individuals | 31 | $92,521,139 |
Charitable organizations | Fewer than 5 clients | $1,570,695 |
Corporations or other businesses | Fewer than 5 clients | $20,867 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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