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PERSONAL FINANCIAL SOLUTIONS, LLC
2517 Highway 35
Building I Suite 103
Manasquan, New Jersey 08736
Tel: 732-722-7912
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 Status | Approved |
|---|---|
| Firm CRD# | 129095 |
| SEC# | 801-121037 |
| Assets Managed by Firm | $124,643,369 |
| No. of Clients | 379 |
| No. of Advisors | 2 |
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 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 |
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